The market rally is likely to grind higher on mounting evidence that the US is reasserting itself as an engine of world economic growth. Indeed, the world has moved closer towards the upper end of our base-case economic scenario. But while the rally is wa
Hesitating between new-found confidence and resurgent doubts, Patrick Ségal, former member of the Executive Comittee, takes us on a whirlwind tour of the global economy. He doesn't mince his words in his comments on France
Britain is being overtaken by emerging economies, such as India and Brazil in the “race” for a share of Africa’s new and fast-growing markets, according to Olusegun Obasanjo, the former president of Nigeria and leader of its ruling party
The research claims that even though Britons are three times richer than they were in 1952, and UK GDP has dramatically increased, so has the Government's budget deficit.
Standard Life Investments, the global investment manager, believes that a lengthy period of Quantitative Easing (QE) is needed to support economies through years of fiscal tightening and debt de-leveraging.
We believe the potential for negative events in Europe will keep the euro on the defensive against the dollar and sterling, but the downside looks limited in the near term given investors in general are already broadly holding negative positions.
There are some positive dots that we can join together when looking at the UK economy, which when viewed as a connected string, is beginning to show a slightly more creditable and credible pattern.
Although we remain cautious regarding exposure to European equities in general, selective opportunities may be emerging, as long as global central banks maintain the easy- money stance that is helping to fuel appetite for risk.