Standard Life Investments

Global Outlook

April 2018

April 2018

In this edition we consider:

  • The outlook and challenges for the global economy
  • The strength and durability of the current business cycle
  • How government bond markets are reacting to increasingly confident central banks
  • The prospects for emerging market debt as the Federal Reserve tightens policy
  • Bank of Japan policy and its implications for the yen

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March 2018

March 2018

In this edition we consider:

  • The impact on the US economy from recent tax and budget changes
  • Behavioural responses of investors to the changing investment landscape
  • Factor investing and the importance of understanding what you’re buying
  • The implications of tax reform for US credit
  • The outlook for US smaller companies
  • Responsible investing and the opioids crisis in the US

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February 2018

February 2018

In this edition we consider:

  • The outlook for risk assets in 2018
  • The prospects for consolidation in Europe’s banking sector
  • The recent M&A surge in the European listed real estate market
  • Diversifying strategies in emerging market equities

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January 2018

January 2018

In this edition we consider:

  • The outlook for the global economy in 2018
  • Digitisation and its impact on the economy
  • The importance of understanding the micro drivers of government bond markets
  • Searching for yield in frontier markets
  • What our currency fair-value models are telling us about the major global currencies

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