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MARKETS

MONTHLY INSIGHTS

Monthly Insights - November 2020

Our final Monthly Insights publication of 2020, looking at the latest developments and trends in global and regional economics and markets.

ECONOMICS, MONTHLY INSIGHTS - 25.11.2020

Monthly Insights - October 2020

Our Monthly Insights publication, looking at the latest developments and trends in global and regional economics and markets.

ECONOMICS, MONTHLY INSIGHTS - 15.10.2020

Monthly Insights - September 2020

Economic activity has improved but there remain significant risks to the outlook from the coronavirus pandemic. Central banks have largely remained on pause.

MONTHLY INSIGHTS, MONTHLY - 23.09.2020

Monthly Insights - July 2020

There has been some return to normality in many countries as restrictions have been eased. The outlook remains highly uncertain however.

ECONOMICS, MONTHLY INSIGHTS - 23.07.2020

TRENDING ARTICLES

Monthly Insights - November 2020
25.11.2020

Monthly Insights - October 2020
15.10.2020

Monthly Insights - September 2020
23.09.2020

Monthly Insights June 2020
17.06.2020

Monthly Insights - July 2020
23.07.2020

Monthly Insights June 2020

The coronavirus pandemic is causing untold disruption to global output. Central banks and governments are trying to cushion the blow, leaving markets to constantly reprice the economic recovery.

ECONOMICS, MARKETS - 17.06.2020

Monthly Insights March 2020

Ever more stringent measures imposed by governments across the world in a bid to impede the spread of the Covid-19 coronavirus will weigh heavily on economic growth this year.

ECONOMICS, MARKETS - 18.03.2020

Monthly Insights February 2020

The optimism that greeted the signing of a phase one trade deal between the US and China last month has been derailed by the outbreak of the coronavirus in China.

ECONOMICS, MARKETS - 13.02.2020

Monthly Insights: 15 January 2020

Despite the imminent signing of a phase-one trade deal between the U.S. and China, 2020 has already shown us that risks are unlikely to go away.

MONTHLY INSIGHTS, MONTHLY - 15.01.2020

November 2019 Monthly Insights

Recession risks continue to be priced out in the US and 2020 is likely to be a year of stabilization albeit at relatively low levels of growth in other parts of the world.

MONTHLY INSIGHTS, TOURISM - 28.11.2019

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Monthly Insights October 2019

Some optimism is emerging regarding Brexit and trade wars, contributing to a dialing back of risk. This is just as well as the macro environment continues to deteriorate.

MARKETS, ECONOMICS - 24.10.2019

Monthly Insights September 2019

Trade, geopolitics and Brexit are all contributing to rising risk premiums with little end in sight.

ECONOMICS, MARKETS - 26.09.2019

Monthly Insights: Trade and currency tensions rise

A series of events are contributing to heightened uncertainty and renewed risk aversion, including the cautious rate cut from the Fed.

ECONOMICS, MARKETS - 06.08.2019

Monthly Insights June 2019

Rising geopolitical tensions, uncertainty around US-China trade discussions and a continued softening in economic data globally are likely to weigh on markets over the summer.

ECONOMICS, MARKETS - 24.06.2019

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

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