Latest Insights

Global Outlook: Good As It Gets?

We believe economic expansion should continue into 2018. But what two known "unknowns" could complicate the outlook?

The Digital Revolution Will Be Mobilised

A large proportion of emerging market populations now access the internet principally via smartphones. This is spurring phenomenal innovation and driving huge growth in e-commerce.

What's Next For the Fed?

Dovish policies under former Fed Chair Yellen have helped restore growth and inflation; however, there's reason for investors to expect a more hawkish tilt under new Fed Chairman Powell.

Volatility: Is Inflation Really the Issue?

While some point to inflation fears as the trigger for current volatility, our investment managers question whether those fears may be exaggerated, given economic realities.