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Shared Thinking: Let macro set you free

Published by : Old Mutual Global Investors

Investors are adjusting to a new post-crisis reality, which has profound implications for markets and the global economy, says Mark Nash, head of global bonds at Old Mutual Global Investors.

Published: 08 May 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

Goodbye 'Great Moderation', hello 'boom and bust'?

Published by : Sarasin & Partners

We have seen a recent shift towards populist policies and strongman leaders across the globe, with new priorities in place which are certain to have long-term consequences. Chief Economist Subitha Subramaniam investigates whether this ‘regime shift’ will impact growth, and if economic volatility

Published: 03 May 2017

Business Area: Global funds

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Looking Through the Hype: Seeking UK Small Cap Opportunities

Published by : Franklin Templeton Investments

As the UK economic landscape continues to defy the gloomy predictions of some observers, Richard Bullas, Franklin UK Equity Team, highlights UK smaller companies as an area of potential opportunity.

Published: 31 March 2017

Business Area: Economics

Type: Other

The case for a new economics

Published by : M&G Investments

Earlier this year, Matthew Klein at FT’s Alphaville, made a typically punchy and well-argued case for abandoning a cornerstone of the current macro policy framework – the NAIRU.

Published: 06 March 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

Has the Bank of Japan solved the ‘Piketty problem’? Japan’s unlikely re-distribution

Published by : M&G Investments

Why is the Bank of Japan (BoJ) trying to raise the rate of inflation? Taking account of its demographic profile, Japan’s economic performance has been impressive by developed world standards, as Anne Richards at Bond Vigilantes recently points out, and the economy appears to be at close to full

Published: 06 March 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

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: Economics

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: Economics

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)

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)