A forecast of Asia’s sweet spot of solid growth, strong capital inflows, tame inflation and low interest rates could stretch into 2018, underpinned by a durable global tech upcycle, continued quantitative easing by the European Central Bank and Bank of Japan and still-loose regional macro policies.
1 min read | December 2017
Rising interest rates present challenges for both investors and corporates. However, there are a variety of cost-effective solutions available, according to Matthew Reader, Head of Fixed Income Structured Products and Jonathan Rogers, Head of Rates & Hybrid Structuring, EMEA.
6 min read | November 2017
Over the past 30 years real interest rates in the UK and other developed economies have been on a long-term downwards trend. This has supported the valuations of many assets, including house prices. With real interest rates predicted to rise gradually over the next decade or two, precisely the opposite (a ‘decapitalisation’, or a fall in real house prices) could happen and we believe real house prices could be 20% lower by 2030.
2 min read | September 2017
In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and no rate hikes until H2 2018. They explain this by using three proprietary tools to help improve ability to forecast headline and core inflation for 10 Asian countries.
3 min read | August 2017