Weekly Market Update US tariffs, inflation, growth and market outlook
Will the latest US tariffs on Chinese solar panel and electric vehicle (EV) imports – and the possibility of further…
10/06/24
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Insights 1776
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Article
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Graph
Graph of the Week Brighter earnings estimates limited to two in China
After lagging most other equity markets over the last 12 months, expectations for forward earnings for the MSCI China index…
07/06/24
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Article
Indian equity outlook remains upbeat even after slimmer government majority
Market volatility seesawed as it became clear that the ruling BJP party won the Indian elections but lost its outright…
07/06/24
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Article
The evolving world of real assets
Real assets have the potential to offer investors a lot in ‘green’ areas such as renewable energy, green mobility, circular…
06/06/24
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Article
Geopolitical risk in a multipolar world leads gold price higher
Gold is up by more than 30% since the low it made on 5 October 2023 and up by 17%…
05/06/24
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Podcast
Talking Heads Springtime for the eurozone economy
As global growth improves, the outlook for the eurozone with its relatively high exposure to international demand is brightening, Mario…
04/06/24
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Article
Weekly Market Update Too much of everything
Most recent data has pointed to steady or improving growth, but therefore steady or deteriorating inflation. This has been a…
03/06/24
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Video
Webcast Unpacking recent global economic trends
In this second webcast in our Global Macro Views series, economists from our Macro Research & Investment Strategy team give…
30/05/24
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Article
Electricity networks: the new pipelines of the global economy
An expected doubling of the world’s electricity grids by 2050 is creating opportunities for companies with the materials and know-how…
30/05/24
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Article
Weekly Market Update Once more, with feeling
The unexpected rebound in US purchasing managers’ indices (PMI) in May added further to the long-standing haze over the likely…
28/05/24