Economic outlook: higher uncertainty, lower growth
There are many ways to describe the outlook for the US and world economies. But, says Capital Group, one word has risen to the top of the lexicon at the midpoint of 2025: uncertainty.
Capital Group 9th Jun 2025
The Week: US economy in trouble
The latest GDP data shows a contraction in the US economy. There may be more to come.
Adviser-Hub 1st May 2025
The Week: is America really so great?
There has been a rose-tinted view of the US economy and stock market. It needs to be challenged.
Adviser-Hub 13th Feb 2025
US economy poised for a soft landing. What comes next?
A great deal of market commentary over the past several months has focused on the potential for the US economy to achieve a “soft landing.” What exactly is that?
Capital Group 17th Sep 2024
Economic outlook: US powers global growth
The United States, flexing its muscles as the world’s largest economy, is once again serving the critical role of global growth engine.
Capital Group 14th Jun 2024
The Week: Goldilocks no more?
The UK economy briefly looked like it might achieve a ‘not too hot and not too cold’ outcome, but markets are starting to doubt it.
Adviser-Hub 30th May 2024
abrdn | Macro Bytes: What's been holding the German economy back?
The Eurozone economy is stagnating and the German economy in particular is facing significant cyclical and structural headwinds. abrdn discuss why.
Aberdeen Investments 1st Mar 2024
The Asian economic landscape
There are mixed reports on Asia’s economy today. On the one hand, there are fears that China’s weakness will depress the whole region. On the other, Asia’s economies appear to hav...
Adviser-Hub 17th Oct 2023
The European economy is in for a rocky ride
Why the eurozone is in for a tough time, and the opportunities arising from this.
Ninety One 22nd Sep 2023
The Week: US: too hot?
The US economy keeps coming in hotter than expected. Could it derail the narrative on inflation?
Adviser-Hub 7th Sep 2023
Why the next economic recovery may be stronger than expected
Three questions have weighed on investors’ minds for months: will there be a recession? How bad will it be? And what comes next?
Capital Group 4th May 2023
Macro insights: Recession risk heightened as hints of economic slowing emerge
Tightening monetary conditions are starting to bite and investors are beginning to price in a more challenging growth environment.
Macro Bytes: Will Sunak keep his economic promises?
Paul and Luke talk to Lizzy Galbraith, Political Economist at abrdn, about the UK government’s pol...
Aberdeen Investments 2nd May 2023
abrdn | Macro Bytes: Europe rewriting its fiscal rules
Luke Bartholomew, Senior Monetary Economist, talks to Paul Diggle, Deputy Chief Economist and Lizzy Galbraith, Political Economist at abrdn, about Europe’s changing fiscal framework.The rules...
Aberdeen Investments 3rd Apr 2023
What do weak retail sales say about the UK economy?
It had all been going swimmingly for the UK retail sector. In November all the signs pointed to a buoyant Christmas period and recovery at last for the previously lacklustre high street.
Adviser-Hub 25th Jan 2022
UK market review: Stagflation fears hit sentiment
Investors were stalked during September as the spectre of stagflation manifested itself against a backdrop of rising prices and lacklustre growth prospects.
Adviser-Hub 11th Oct 2021
UK market review: M&A activity boosts mid caps in August
Investors witnessed a surge of M&A activity in August as companies sought to make use of their high cash balances.
Adviser-Hub 2nd Sep 2021
China
“A white knuckle ride” is how Dzmitry Lipski, head of funds research at Interactive Investor, described the performance of the Chinese stock market in the wake of a government crackdown on the nation’...
Adviser-Hub 1st Sep 2021
The Week: What does a normalising recovery mean for investors?
As economic recovery starts to slow into a more normal pattern, is it bad news for over-inflated markets?
Adviser-Hub 26th Aug 2021
UK market review: Freedom … but no celebration for UK investors
England’s “Freedom Day” on 19th July received a lacklustre welcome from investors as the Delta variant of the Covid-19 virus continued to spread.
Adviser-Hub 6th Aug 2021
The journey to a carbon-neutral economy
The electrification challenge – Walter Scott's investment team considers the challenge and opportunity in the coming energy transition
Adviser-Hub 8th Jul 2021
The Week: Is the recovery running out of steam?
Until the last few weeks, the global recovery had surprised with its strength. However, recently the signals – on jobs, on retail sales, on inflation – have been more mixed.
Adviser-Hub 17th Jun 2021
UK bond market review: Lacklustre outlook for the UK economy
The yield on the benchmark UK gilt dipped early in January as Prime Minister Boris Johnson announced fresh lockdown measures to stem a rapid increase in Covid-19 infections.
Adviser-Hub 16th Feb 2021
5 things to know about ‘The Great Reset’
The Great Reset is a new initiative from the World Economic Forum and the Prince of Wales, designed to guide governments across the world down the path to a more resilient, sustainable world beyond co...
Adviser-Hub 15th Feb 2021
Inflation – are you scared?
Inflation has gone from bogeyman to benign, but could that be about to change as economies revive?
Adviser-Hub 10th Feb 2021
The Week: How is China faring in the wake of the Covid-19 outbreak?
Predictions for the demise of China may have been exaggerated. There are signs it is recovering fast.
Adviser-Hub 23rd Sep 2020
Emerging markets review: India’s economy contracts sharply
As the pandemic took its toll on economic activity, India’s economy contracted by 23.9% during the three months to the end of June.
Adviser-Hub 17th Sep 2020
The Week: Grim reading on UK data
The UK’s economic output slumped in the second quarter – and the future’s not looking too bright either.
Adviser-Hub 12th Aug 2020
UK equity market review: Opening up
The UK’s leaders announced a further easing in lockdown measures to take effect in July, allowing a large proportion of the country’s leisure and tourism sector to reopen, albeit with strict guideline...
Adviser-Hub 5th Aug 2020
Fidelity International | The future of the economy - keynote
As the economic and social impact of Covid-19 continues to play out, new long-term trends will set the world on a unique course. Wen-Wen Lindroth, Fidelity’s Lead Cross-Asset Strategist discusses what...
Fidelity International 9th Jul 2020
Fidelity International | The future of the economy - panel discussion
Speakers Professor Linda Yueh, Economist and Director of Fidelity China Special Situations plc and Dr Andrew Sentance, former Bank of England MPC member - debate the key macro themes set to influence...
The Week: The Summer Statement: will it work?
Chancellor Rishi Sunak has encouraged a summer of spending to revive the UK’s flagging economy, but can it be saved?
Adviser-Hub 8th Jul 2020
UK bond market review: The economic outlook deteriorates
Although sentiment showed signs of improvement in April after March’s plunging stock markets, investors remained nervous. A survey conducted by GfK found that consumer confidence slumped to its lowest...
Adviser-Hub 19th May 2020
UK bond market review: UK interest rates reach all-time low
Against the backdrop of heightened uncertainty caused by the intensifying coronavirus crisis, investors continued to lose their appetite for risk during March.
Adviser-Hub 20th Apr 2020
Fidelity International | Fidelity CIOs on possible economic scenarios
Andrew McCaffery, Fidelity’s Global CIO, and Anna Stupnytska, Head of Global Macro and Investment Strategy, outline the possible economic scenarios from here and discuss their views on what the recove...
Fidelity International 16th Apr 2020
The Week: Are we going bust?
Government bailouts look set to explode already stretched deficits. While necessary in the short-term, what may be the longer-term consequences?
Adviser-Hub 2nd Apr 2020
Fidelity International | Fidelity’s Dan Roberts on global dividends
To help you through these uncertain times, Fidelity Global Dividend Fund Manager Dan Roberts discusses recent portfolio activity and what the economic slowdown could mean for corporate dividends going...
Fidelity International 27th Mar 2020
“Whatever it takes”
Less than a week after the Budget, Chancellor the Exchequer Rishi Sunak revealed a package of measures designed to help the UK economy withstand the financial impact of the coronavirus.
Adviser-Hub 18th Mar 2020
Fed cuts rates to near-zero
In an unprecedented move, the US Federal Reserve (Fed) announced its second consecutive emergency rate cut as central banks around the world launched co-ordinated action to support the global economy.
Adviser-Hub 16th Mar 2020
Hey, big spender
Hot on the heels of the Bank of England’s emergency rate cut, Chancellor of the Exchequer Rishi Sunak delivered his first Budget since his appointment in February 2020.
Adviser-Hub 12th Mar 2020
US market review: US and China sign their “Phase One” deal
2020 began with fresh geopolitical tensions amid signs of rising hostility between the US and Iran.
Adviser-Hub 12th Feb 2020
The Week: The UK continues its unloved status
As Valentine’s Day approaches, the UK still can’t find many suitors. The post-election bounce has ebbed and investors are looking at the Brexit negotiations with trepidation.
The Week: Is China’s growth assured?
This week saw the widely-awaited trade deal struck between the US and China.
Adviser-Hub 23rd Jan 2020
UK equity income market review: A defining moment for Brexit
The UK General Election proved to be a defining moment for Brexit in the UK as Boris Johnson’s decisive victory – with an 80-seat majority – paved the way for his Brexit deal to clear the House of Com...
Adviser-Hub 15th Jan 2020
The Week: Fink’s greener future needs governments to play ball
Larry Fink this week committed BlackRock to a greener future. He should have words with the UK government.
The Week: All eyes on UK Parliament
While other things certainly happened this week - sliding global manufacturing, a crisis in Argentina - all eyes were on the UK parliament. The Chancellor Sajid Javid declared an ‘en...
Adviser-Hub 5th Sep 2019
Global update: Parliament’s suspension creates controversy
The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended.
Adviser-Hub 4th Sep 2019
Investec | Alastair Mundy in conversation: Temple Bar Investment Trust
Journalist Cherry Reynard speaks to Portfolio Manager Alastair Mundy and Analyst Peter Lowery, covering topics such as the Temple Bar dividend, value vs. growth investing and their views on the domest...
Ninety One 8th Apr 2019
Spring Statement 2019: Brexit deal holds the key
Having signalled an end to austerity in the Budget of October 2018, Chancellor of the Exchequer Philip Hammond struck a slightly more restrained tone in the Spring Statement of March 2019.
Adviser-Hub 14th Mar 2019
US market review: Hopes of a trade deal
US equity markets rose during February as investor sentiment was buoyed by hopes that the US and China will finally manage to reach agreement on their long-running trade dispute.
Adviser-Hub 6th Mar 2019
UK equity market review: The Brexit deadline looms
The UK ended February with the question of Brexit still unanswered. The month was dominated by political newsflow as concerns over Brexit were compounded by the resignation of eleven MPs.
UK bond market review: Brexit “fog”
The possibility that Brexit might be delayed beyond its 29 March deadline drove sterling to its highest level against the euro for almost two years during February.
Asian Japan markets review: Trade deal hopes boost sentiment
Japan’s benchmark Nikkei 225 Index reached its highest level since mid-December during February, boosted by US President Donald Trump’s decision to delay tariff increases on imports from China.
The Week: Does the future belong to India rather than China?
Martin Wolf wrote in this week’s Financial Times that ‘the future might not belong to China’. Is he right?
Adviser-Hub 31st Jan 2019
The Week: Big trouble in little China
Things are looking increasingly gloomy in China. Should investors be worried about the year ahead?
Adviser-Hub 3rd Jan 2019
“A mood of angst”
As expected, the Federal Reserve (Fed) rounded off 2018 with its fourth interest-rate increase of the year, and its ninth since 2015. Fed policymakers raised the key federal funds rate by 25 basis...
Adviser-Hub 21st Dec 2018
The Yield Curve: Economic Outlook for 2019
The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...
Adviser-Hub 19th Dec 2018
The Week: Has the US economic miracle come to an end?
The volatility in markets this week appears to have been caused by a belief that the US economic miracle is about to come to an end. Trump only has himself to blame
Adviser-Hub 25th Oct 2018
S&P 500 achieves its longest-ever bull run
August 2018 The S&P 500 Index achieved its longest bull market in history, superseding the previous record of 3,452 days that was set during the technology boom of the early noughties. The US r...
Adviser-Hub 5th Sep 2018
Is the US hot or not?
The Federal Reserve isn’t worried about the US overheating, but should investors be concerned?
Adviser-Hub 30th Aug 2018
Do Stock Market Corrections Lead Recessions?
Investors will be aware that the current 10-year bull-run within the stock market is one of the longest in history. This period of positive performance has coincided with growth in western economies t...
Adviser-Hub 21st Aug 2018
Forward Indicators of the Economy
Passive investing provides little protection in the event of a market downturn, as no active positioning is allowed. This means that many passive investors will wish to monitor market developmen...
Adviser-Hub 5th Feb 2018
It is actually different this time…
The problem - the normal rules of engagement no longer apply While we can spend many hours contemplating the rights and wrongs of the great central bank experiment that we are living with, we can p...
Various 23rd Jan 2018
Key Indicators of a New Recession
It is widely believed that a low rate of unemployment and high rate of inflation are key signs of a healthy economy. While this may be the case, these characteristics are also the ones that are most l...
Adviser-Hub 8th Aug 2017
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