Global Outlook

May 2017

May 2017

In this edition we consider:

  • The implications of a retreat from free trade and global cooperation
  • The impact of monetary policy on the investment landscape
  • What an M&A boom means for Europe’s chemicals sector
  • The prospects for the US autos sector
  • The improved outlook for the logistics sector in UK real estate
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April 2017

April 2017

In this edition we consider:

  • How competing world views pose challenges for US-China relations
  • The challenges facing central banks as the economic recovery broadens out
  • The impact of US shale on global oil supply and the implications for the oil industry
  • Growing pressures in European government bond markets
  • What a renegotiation of NAFTA might mean for the Mexican peso
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March 2017

March 2017

The March edition considers:

  • The complicated issue of UK-EU negotiations through the Article 50 process
  • The recovery in the container shipping sector after a tough 2016
  • Diverging inflation trends in emerging markets and the implications for monetary policy
  • A welcome change in attitude towards corporate governance in Japan
  • The opportunities that exist in emerging market credit
  • Why the Australian economy is facing challenges to its multi-decade period of economic growth
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