Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Head of Macroeconomic Research
Summary: The Chinese government's attempts to re-engineer the economy involves both a massive stimulus programme and looser credit conditions, which, in turn, are making a significant impact on the housing market.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty