Standard Life Investments

Global Outlook

May 2018

May 2018

In this edition we consider:

  • Corporate fundamentals and the implications for investors
  • Our global economic outlook and the scenarios that could challenge our views
  • The outlook for inflation markets in the major developed economies
  • Opportunities in credit markets for absolute return investors
  • Potential resolutions to the global shortage of low-cost housing

Find out more

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

Read more

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

Read more

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

Read more