Global outlook – more ups than downs

From

Weekly Economic Briefing With all the negative headlines coming out of the Ukraine and Middle East in recent weeks, it has been easy to forget that the global economy is

continue reading

Threadneedle Global Equity Viewpoint

From

The global economy is finally stabilising as the recovery in the US spreads to the rest of the developed world. As summer fades and an autumnal chill enters the air

continue reading

Weekly market & economic update – week ending 20 September

From

Key events of the past week and implications Global share and bond markets got a big lift over the past week as first Larry Summers dropped out of the race

continue reading

Threadneedle Investment Strategy

From

“We have held a very cautious view of the global economic environment for some time, and events have proved this caution to be well founded. We continue to expect that

continue reading

Weekly economic & market update

From

Global monetary easing continued over the past week with the Reserve Bank of India cutting banks’ required cash ratios and the Bank of Japan increasing the size of its quantitative

continue reading

Global economy looking a little less scary

From

The past few weeks have been interesting. Sovereign rating downgrades in Europe have intensified. The World Bank and now the International Monetary Fund (IMF) have slashed their growth forecasts for

continue reading

What next for the world economy?

From

The prospect of a sovereign default in Europe evokes memories of 2008 and the collapse of Lehman Brothers. For me, a better parallel is 10 years earlier because today’s unfolding

continue reading

Global economy is rebalancing down

From

The global economy is rebalancing down, as the stresses on the developed economies have increased.  Odds therefore favor a global growth recession rather than a full-scale global recession, according to

continue reading

Investor Signposts: Week Beginning July 10 2011

From

The big picture Confused about where the economy is heading? You’re in good company, with the boffins from the Reserve Bank also seemingly scratching their collective heads about where things

continue reading

Reserve Bank discovers its dovish side

From

Reserve Bank Board meeting The Reserve Bank Board has left the cash rate at 4.75 per cent for the eighth straight month (covering seven formal meetings). The next meeting is

continue reading