Global growth appears to be losing momentum in some regions, particularly in Asia and Europe. We examine the three factors that we believe to be driving the slowdown and whether these are likely to have a permanent or temporary effect.
Interest rates are rising from their record lows and global growth is positive, but the financial crisis still casts long shadows
This month we look at the factors that might end one of the longest US economic expansions in history. We also examine the drivers behind rising US Treasury yields and how China is positioning itself for slower growth.
We still see scope for further interest rate rises from the Fed this year, following yesterday’s 25 basis point hike at the March meeting of the FOMC.
With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.
Despite the strengthening of global activity, inflation remains quiescent. This is creating consternation among policymakers whose models would have predicted a pick-up in wage and price pressure.
The world could be heading for a dystopian or booming future thanks to the incredible advances being made in automation. We look at the robot age and what it might mean for investors.