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Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

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By

Eoin O'Callaghan

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4 min
Article
2025-06-30
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Mid Year Outlook Designs
Outlook Fundamental equity EM equity Large cap Small cap Equity USA APAC China United Kingdom Emerging markets Growth Asset allocation Volatility Interest rates Economic cycle Article
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Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

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By

Andrew Heiskell

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Article
2024-12-31
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After the UK sell-off: what’s next for global markets and investors?

Co-Head of Investment Strategy Natasha Brook-Walters and Head of Macro Strategy John Butler discuss the implications of the recent sell-off in UK markets for global markets and investors.

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By

Natasha Brook-Walters

John Butler

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Article
2022-12-30
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Volatility Fiscal policy Monetary policy Currency Interest rates Economic cycle United Kingdom Article
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UK in the eye of the storm: which countries might be next?
Macro Strategist John Butler provides his latest take on what's happening in the UK and its broader global implications.
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By

John Butler

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Article
2022-12-31
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