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

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

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

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