Economic Commentary - 4 Things We Learnt About The Global Economy In 2023
In this month’s commentary our Chief Economist, Colin Warren, looks at some of the key economic developments in 2023.
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Economic Commentary - With cash in the bank paying 5%, does it still make sense to invest in bonds and stocks?
In this month’s commentary our Chief Economist, Colin Warren, outlines the potential long-term benefits of holding stocks and bonds over cash.
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Economic Commentary - Why have bond yields risen recently and what might happen next?
In this month’s commentary, our Chief Economist, Colin Warren, looks at some of the forces that have driven long-term government bond yields higher in recent months and considers the outlook for the asset class.
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Economic Commentary - Hopes for a US ‘soft landing’ grow, but risks remain
In this month’s commentary our Chief Economist, Colin Warren, assesses the current consensus view that the US Federal Reserve can engineer a sustained fall in inflation without pushing the economy into recession.
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Economic Commentary - Generative AI: a gamechanger for productivity growth?
In this month’s commentary our Chief Economist, Colin Warren, looks at how generative AI might improve productivity growth and some of the factors which might influence the pace at which the new technology is adopted.
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Economic Commentary - Why have investors soured on China?
In this month’s commentary our Chief Economist, Colin Warren, looks at why Chinese equity markets have performed poorly so far this year and whether the economic and political backdrop could become more supportive going forward.