Roger Bootle, our Chairman, discusses the following:
- The causes of past recessions.
- What is different now?
- Where might the main risks lie in future?
Vicky Redwood, our Senior Economic Adviser discusses the following:
- Why do asset prices so often cause problems?
- Where are bubbles building now?
- What impact would asset price falls have on the global economy?
William Jackson, our Chief Emerging Markets Economist discusses the following:
- What has happened in the past?
- What are the risks?
- What impact would a China hard landing have?
Neil Shearing, our Group Chief Economist discusses the following:
- How would a trade war harm growth?
- What are the lessons from history?
- What is the potential damage to the global economy?
Andrew Kenningham, our Chief Global Economist discusses the following:
- Is inflation about to take off?
- How far will interest rates rise?
- What about the neutral interest rate?
- Can the world cope with policy tightening?
In a series of presentations to clients in Europe, we explained why the consensus on the world economy looks too rosy and what is likely to trigger the next global downturn.
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