Standard Life Investments

Global Outlook

July 2018

July 2018

Read the July edition of Global Outlook.

Find out more

June 2018

June 2018

In this edition we consider:

  • The future of the hedge fund industry
  • How Artificial Intelligence will change investing
  • The ongoing move from offline to online in the retail sector
  • Credit markets at this late stage of the economic cycle
  • Opportunities for investors in US farmland
  • GDPR and its consequences

Read more

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

Read 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