Global Outlook

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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March 2017

March 2017

The March edition considers:

  • The complicated issue of UK-EU negotiations through the Article 50 process
  • The recovery in the container shipping sector after a tough 2016
  • Diverging inflation trends in emerging markets and the implications for monetary policy
  • A welcome change in attitude towards corporate governance in Japan
  • The opportunities that exist in emerging market credit
  • Why the Australian economy is facing challenges to its multi-decade period of economic growth
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February 2017

February 2017

The February edition considers:

  • Why investors should look though the political noise and focus on the corporate earnings cycle in 2017
  • Which sectors and companies have been generating cash and how they have been using it
  • The importance of identifying companies that can generate and expand earnings, and afford to pay that cash in dividends
  • Where we are in the credit cycle
  • How some REITs can benefit in an environment of high bond yields and inflation
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