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Reaction to the Bank of England Inflation Report

Published by : Hermes Investment Management

Neil Williams, Group Chief Economist, gives an overview of the Inflation Report as Carney explains what went wrong with the Bank of Englands initial forecast.

Published: 10 February 2017

Business Area: Markets

Type: Other

Brexit – has the fog lifted?

Published by : Hermes Investment Management

Politically, we could be choosing one of the worst times to negotiate an exit, & may have to compromise if we want to keep tariff-free trade. So, any tie-ups in future - with Europe or elsewhere - will probably come ‘with strings’

Published: 07 February 2017

Business Area: Markets

Type: Other

Growth vs decline: Does 2017 spell trouble for China?

Published by : Aviva Investors

China’s economy is slowing, so its government have channelled their efforts into growth initiatives, delaying much-needed economic and structural reform. However, is this a move that will help China get back on track, or is it leading them down a slippery slope? Global growth reduction, labour costs

Published: 06 February 2017

Business Area: Economics

Type: Audio/Video (.mp3, mp4, mpg)

China’s economic challenge

Published by : Aviva Investors

While the Brexit vote earlier this year precipitated dire warnings about the potential consequences for the global economy, China's ballooning debt possibly poses a far bigger threat.

Published: 23 November 2016

Business Area: Economics

Type: Audio/Video (.mp3, mp4, mpg)

Infographic: Chinese policymakers walking a tightrope

Published by : Aviva Investors

While the biggest risk to the global economy is a sharp slowdown in China, a return to its excessive reliance on credit to stimulate growth increases the probability of a more severe economic correction in the longer term.

Published: 23 November 2016

Business Area: Economics

Type: Portable Document Format (.pdf)

The China Conundrum – Why more money could mean more problems

Published by : Aviva Investors

While the biggest risk to the global economy is a sharp slowdown in China, a return to its excessive reliance on credit to stimulate growth increases the probability of a more severe correction in the longer term.

Published: 23 November 2016

Business Area: Economics

Type: Portable Document Format (.pdf)

Will a return to credit-fuelled growth mean trouble for China?

Published by : Aviva Investors

Nick Samouilhan (Senior Fund Manager, Multi-Assets), Mary Nicola (Senior Economist and Strategist), Liam Spillane (Head of Emerging Market Debt) and Will Ballard (Head of Emerging Markets and Asia Pacific Equities) discuss the implications of China’s prioritisation of short-term growth targets over

Published: 23 November 2016

Business Area: Economics

Type: Portable Document Format (.pdf)

Taking advantage of structural trends in Japan

Published by : Tokio Marine Asset Management

As is widely recognised, Japanese society is ageing rapidly and this will create significant pressure on the economy and the country in the long term.

Published: 22 September 2016

Business Area: Economics

Type: Other

When the solution becomes a problem

Published by : Hermes Investment Management

In his latest Economic Outlook, Neil Williams, Group Chief Economist at Hermes Investment Management, warns that the global ‘splint’ of QE will continue to be used to hold up asset prices, as central banks dare not lift the tide of liquidity hiding the sharp rocks beneath.

Published: 19 September 2016

Business Area: Economics

Type: Portable Document Format (.pdf)

Corporate hybrid market a likely winner in today’s yield-starved crowd out

Published by : Hermes Investment Management

This summer’s decision by the Bank of England to buy corporate bonds, following the path of the ECB’s CSPP, perpetuates the low-growth, near-zero interest rate environment of today. Investors now face being crowded out of “eligible assets”, and top of the list of places to go for spill-over

Published: 16 September 2016

Business Area: Economics

Type: Other