Global Outlook

June 2017

June 2017

In this edition we consider:

  • The importance of managing climate change risk in portfolios
  • A broad-based improvement in the fundamentals of most emerging market economies
  • What the rise of the electric car means for the auto industry
  • The ongoing attractions of Swedish government bonds
  • Opportunities in the Korean equity market
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May 2017

May 2017

In this edition we consider:

  • The implications of a retreat from free trade and global cooperation
  • The impact of monetary policy on the investment landscape
  • What an M&A boom means for Europe’s chemicals sector
  • The prospects for the US autos sector
  • The improved outlook for the logistics sector in UK real estate
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April 2017

April 2017

In this edition we consider:

  • How competing world views pose challenges for US-China relations
  • The challenges facing central banks as the economic recovery broadens out
  • The impact of US shale on global oil supply and the implications for the oil industry
  • Growing pressures in European government bond markets
  • What a renegotiation of NAFTA might mean for the Mexican peso
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