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Seasonal COVID-19, sub-zero oil prices and autocratic ‘strong men’ flexing their muscles all add up to a very uncertain investment environment: Is market consensus under-estimating the impact? We think so.

To give you a sense of which global issues will shape the months to come, here are the buzzwords that appeared most frequently in the Monthly Barometer and Weekly Selections of 2019 (in no particular order) ...

Is the recent (slight) improvement in the global economy real and for keeps? Buoyant financial markets and many pundits think so, confident that (1) the [...]

The global economy is now in the midst of a “synchronized slowdown” (IMF), or worse: a “synchronized stagnation”. Those who believe that the manufacturing contraction [...]