by Andrew Doherty | Aug 9, 2024 | Insights
Positive returns comfortably ahead of inflation can be expected over the longer term but full valuations in some areas, despite recent selloffs, and likely slowing in economic activity encourage a cautious stance for now. Economic growth this year has been stronger...
by Andrew Doherty | May 20, 2024 | Insights
Activity has surprised on the upside. Growth is fading, but improving consumer sentiment, stable joblessness and reinvigorating housing markets imply mild slowdown rather than deep recession. There is a possibility of a renewed inflation surge later this year...
by Andrew Doherty | Feb 9, 2024 | Insights
Global growth is slowing as the rebound from pandemic disruptions fades. The US economy was surprisingly strong through 2023, helped by fiscal support and consumers bolstered by plentiful work opportunities, high pandemic savings and the positive wealth effect from...
by Andrew Doherty | Nov 10, 2023 | Insights
Activity is slowing, more volatile and with starkly different characteristics across regions. Growth has surprised on the upside this year, but signs of slowing are becoming more evident. Conditions should be far weaker next year as delayed constraints from higher...
by Andrew Doherty | Aug 7, 2023 | Insights
Global economic activity has held up remarkably well in 2023. Tighter monetary policy has been offset by improving supply chain efficiency as conditions normalise from pandemic and Ukraine war shocks. Interest-rate sensitive spending has been hampered by the...