John Greenwood’s quarterly economic outlook: Q4 2018

With problems in emerging markets continuing to grab headlines and an escalation of the tariff wars between the US and China, how concerned is John about the potential impacts on the global economy?

• Problems in emerging markets continue to grab the headlines. Has the situation deteriorated further there and how high is the risk of contagion from these problems?
• China continues to loosen both monetary and fiscal policy in response to a weakening economy. Should we be concerned about the growth outlook there?
• The UK economy appears to have picked up a bit. Can that continue while Brexit uncertainty remains elevated?

Investment risks

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Important information

Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.