Over three days a selection of our investment managers, economists and strategists congregated in London for our annual Global Investment Forum (GIF).

With sessions covering key geographic regions and topical themes like artificial intelligence and tensions around international trade, the Forum is designed to lift our eyes from the day-to-day market noise and focus our attention on key market drivers over the medium term.

Take a look at the video for perspectives on:
  • The state of the world economy
  • Intangibles – extending the cycle
  • US recession
  • Trade wars
  • Oil – assessing supply and demand
  • Emerging market attractions

At a glance

  • The global economy is in an extended expansion phase
  • Risk assets are well placed, underpinned by a benign inflationary backdrop
  • Rich market valuations and rising interest rates will weigh on bonds
  • Confidence could dip if central banks turn too aggressive

In-depth analysis and views

Get the quick-view

For Professional Clients and/or Qualified Investors only

Deeper insights from our Forum

Risk warnings

Our views contains forward-looking statements which can be identified by the use of terminology such as “may,” “should,” “expect,” “anticipate,” “outlook,” “project,” “estimate,” “intend,” “continue” or “believe”. These do not constitute investment advice or recommendations to buy or sell investments and you should not to place undue reliance on such returns and statements, as actual returns and results could differ materially due to various risks and uncertainties.

Any investment involves risk as market conditions and trends fluctuate. Accordingly, investment values may fall as well as rise and investors may receive back less than originally invested.