With selected research partners, we explore the future of risk coverage, assess changes in the risk landscape and act as a catalyst for industry change.
Current activity indicators across a number of markets have stabilized, albeit at a relatively low level vs the heady pace of 2017 and 1H18. The balance of risks around global growth remains tilted to the downside. We still expect the Fed to hike twice this year. By contrast, the ECB and BOE will find it challenging to normalise; China still easing.
