Global Outlook

July 2017

July 2017

In this edition we consider:

  • The challenges facing central banks as growth and inflation diverge
  • Global imbalances and which economies are more vulnerable to recession
  • Our positive view of the Swedish banking sector
  • The Federal Reserve’s plans to reduce the size of its balance sheet
  • The implications of Brexit for the fair value of sterling
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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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