Investment Outlook Q3 2021

SUMMARY A strong global rebound is now underway and should not be derailed by the Delta variant Global growth should slow from here but even so remain well above trend … Read More

Investment Outlook Q2 2021

SUMMARY This year’s fiscal stimulus in the US has been considerably larger than expected A strong rebound in the global economy is now underway, led by the US Inflation will … Read More

Investment Outlook Q1 2021

SUMMARY The economic recovery has faltered in Europe and the UK due to renewed lockdowns However, the vaccine roll-out should fuel a strong global rebound from the second quarter Inflation … Read More

Investment Outlook Q4

SUMMARY The pace of the global recovery has slowed following the initial sharp bounce The surge in coronavirus infections and new lockdowns suggest renewed declines in GDP in the UK … Read More

Investment Outlook Q3

 Summary Global equities have recaptured most of their losses from earlier this year The massive monetary and fiscal stimulus has fuelled hopes of a V-shaped rebound in the economy … Read More