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Market Viewpoints


Access the investment team's monthly market and economic insights

November 2018: Market Viewpoints

November 2018: Market Viewpoints

UK and EU agree on political declaration. Now what?

Manish Singh November 27, 2018
October 2018: Market Viewpoints

October 2018: Market Viewpoints

German Chancellor is now a ‘lame duck’ while Brazil turns right

Manish Singh October 31, 2018
September 2018: Market Viewpoints

September 2018: Market Viewpoints

Chequers chucked, so what next?

Manish Singh September 30, 2018
August 2018: Market Viewpoints

August 2018: Market Viewpoints

Patriotism or capitalism?

Manish Singh August 31, 2018
July 2018: Market Viewpoints

July 2018: Market Viewpoints

“Free trader” America has had a largely protectionist past

Manish Singh July 30, 2018
June 2018: Market Viewpoints

June 2018: Market Viewpoints

The social leg of the three-legged society stool

Manish Singh July 2, 2018
May 2018: Market Viewpoints

May 2018: Market Viewpoints

New populist government puts Italy on a collision course with the EU

Manish Singh May 25, 2018
April 2018: Market Viewpoints

April 2018: Market Viewpoints

Want a trade surplus? Trade with Mars

Manish Singh April 30, 2018
March 2018: Market Viewpoints

March 2018: Market Viewpoints

Are we in for a US-China trade war?

Manish Singh April 3, 2018
February 2018: Market Viewpoints

February 2018: Market Viewpoints

Italy needs a “pick me up”, and welcoming back the two-way market.

Manish Singh February 26, 2018
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