Economics & strategy

Highlight

Strategy & economics

16MAY 2018

Still further to go: the long road back to monetary normality

The Bank of England has followed the ECB in leaving rates unchanged

2018

APRIL

19APR 2018

Strategy & economics

Good news for consumers as real wages finally grow

Falling inflation means workers are enjoying an increase in spending power

17APR 2018

Strategy & economics

The US is set to lose more from rising trade tensions

Janet Mui discusses the implications of a trade conflict between the US and China and who has more to lose from this fallout.

12APR 2018

Strategy & economics

US wage growth trending higher amid weaker job gains in March

March data shows a gently rising trend in wage growth which is supportive to household spending, says Janet Mui.

12APR 2018

Strategy & economics

US inflation gains momentum in March

Recent data and surveys suggest further increases in inflationary pressure, which should keep the Federal Reserve on track for further rate rises this year, writes Janet Mui.

06APR 2018

Strategy & economics

The good, the bad and the ugly

With the UK economy struggling to return to strong growth, Caspar Rock searches for signs of a revival

05APR 2018

Strategy & economics

Quarterly update - Caspar Rock Q2 2018

Chief Investment Officer, Caspar Rock, provides a summary of our outlook for Q2 2018.

05APR 2018

Strategy & economics

Quarterly update - Janet Mui Q2 2018

Global Economist, Janet Mui, addresses the concerns of rising inflation and trade protectionism, and sets out our expectations for a UK interest rate rise in May.

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Nick Georgiadis

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Simon Cooper

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