Knowledge and insight
Unlearning what you think you know about government budgets
Government budget balances are misunderstood. By politicians — sometimes wilfully — and even by some economists. So it’s no wonder then, if they’re misunderstood by the public.
Is the winter of austerity ending?
Global markets have been focusing on US rate cuts over the past few months.
Investment Insights Q1 2020
The UK’s first December general election in nearly 100 years punctuated an eventful year for politics and the economy.
Investment Update 2019
Please Mr Trump, don't mention the war.
The global economy is sinking into a slowdown, but is this the beginning of the end? It’s too early to tell.
A new way of thinking about income
Interest rates and bond yields headed to the floor in the wake of the global financial crisis and have more or less stayed there since. In this “new normal”, generating a sufficient income may require new ways of thinking.
Economics and drivers - the changing face of economic growth
Quantitative easing and low interest rates may have helped restore economic stability, but they have failed to deliver meaningful growth. A growing number of economists and policymakers are blaming demographics — we are having too few babies and living too long.
Optimism with vigilance - investment update
Indicators point to a peak in the pace of global expansion, but we still prefer equities to bonds.
Japan: the sun continues to rise
Ever since Prime Minister Shinzo Abe came to power in 2012, bringing with him his ambitious “three arrows of reform”, investors have faced the question of when — or whether — to increase their exposure to Japan. Has the moment finally arrived or are there still clouds on the horizon in the Land of the Rising Sun?
The euro: a historical perspective
The history of currency unions can tell us much about the outlook for the euro.