Monthly Insights Articles, Podcasts, Other Publications

Monthly Insights May 2019

Renewed trade tensions between the US and China are casting a shadow over growth prospects in most parts of the world.

ECONOMICS, MARKETS - 22.05.2019

April Monthly Insights 2019

Although the IMF downgraded its global growth outlook markets are detecting some tentative signs of improvement on a number of fronts which have allowed the rally in risk appetite to continue.

ECONOMICS, MARKETS - 17.04.2019

March Monthly Insights 2019

Global growth concerns have deepened over the last month, such that more central banks have turned dovish including the Federal Reserve.

ECONOMICS, MARKETS - 21.03.2019

January Monthly Insights

Despite downgraded global growth outlooks, financial markets have performed relatively well so far this year.

ECONOMICS, MARKETS - 16.01.2019

November 2018 Monthly Insights

As the year end comes into view the outlook for 2019 is becoming increasingly hazy and volatility is rising.

ECONOMICS, MARKETS - 15.11.2018

October 2018 Monthly Insights

Rising volatility is spreading from emerging to developed markets, raising questions about the sustainability of strong growth in 2019, with risks likely to outweigh opportunities.

ECONOMICS, MARKETS - 17.10.2018

September 2018 Monthly Insights

The passage of summer has seen no let up in the pressure on emerging markets with monetary policy normalization in the US and trade war rhetoric exposing fragilities in many parts of the world.

ECONOMICS, MARKETS - 19.09.2018

June Monthly Insight : Risks Intensify

World Bank estimates a percentage decline in global trade from increased tariffs by 2020

ECONOMICS, MARKETS - 20.06.2018

Monthly Insights May 2018

Global activity readings dipped at the start of the year

ECONOMICS, MONTHLY INSIGHTS - 24.05.2018

MUST READ

Monthly Insights May 2019
22.05.2019

April Monthly Insights 2019
17.04.2019

March Monthly Insights 2019
21.03.2019

January Monthly Insights
16.01.2019

November 2018 Monthly Insights
15.11.2018

Global trade threats have abated slightly and the geopolitical tone has improved

Global trade threats have abated slightly and the geopolitical tone has improved. However, these issues have not gone away and could still be a headwind to markets as well as to growth.

MONTHLY INSIGHTS, ECONOMICS - 25.04.2018

Central banks are continuing the process of monetary policy normalization

Central banks are continuing the process of monetary policy normalization, with rising interest rates in some cases and preparation for tightening in others.

ECONOMICS, MARKETS - 22.03.2018

Global markets under strain

VAT comes into effect in the GCC

ECONOMICS, MARKETS - 15.02.2018

2018 has begun with optimism carrying over from last year

The developed world has started strongly, regional governments are embracing more expansionary policies, and financial markets are being boosted by all of the above.

MONTHLY INSIGHTS, ECONOMICS - 17.01.2018

Economic growth despite turbulent environment

Trumpflation remains alive as year end approaches

ECONOMICS, GCC MACRO - 28.11.2017

Global growth is on the mend

Global growth is on the mend with a broad based recovery underway according to the IMF.

MONTHLY INSIGHTS, ECONOMICS - 18.10.2017

Challenges lie ahead in Q4 2017

With the summer behind us but with only half of September gone, the challenge going forward is the anticipation and calibration of the key factors that lie ahead.

MONTHLY INSIGHTS, ECONOMICS - 20.09.2017

Despite geopolitical tensions, markets remain relatively calm

Despite a recent rise in geopolitical tensions between in Asia the markets reacted relatively calmly with the summer lull still largely upon us.

ECONOMICS, MARKETS - 16.08.2017

H1 2017 sees the market focus turning to central bank policy decisions with the Fed continuing to raise interest rates this month

Political issues are also demanding greater attention but despite these concerns equity and fixed income markets remain resilient.

ECONOMICS, MARKETS - 21.06.2017

Markets hold up well despite event risks

Markets are holding up relatively well in the face of numerous global event risks.

ECONOMICS, MARKETS - 17.05.2017

Economic data takes second place to geopolitcal risk

Economic data is to some extent taking second place to event risk as the main driver of market sentiment at the moment.

ECONOMICS, MARKETS - 24.04.2017

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