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VIDEO: Global Monetary Policy Convergence

September 19, 2017

In this video we look at the topic of Global Monetary Policy Convergence.  Specifically, the video walks through a couple of slides of a recent edition of the Weekly Macro Themes report.  In the video we look at what the global monetary policy convergence theme is and why it is going to be such an important theme for the global economy over the next 12-18 months.  In short, emerging market policy rates are coming down, and developed economy policy rates are rising - this convergence actually masks a very importance divergence.  At a global level it means lower global policy rates and at a high level this should mean more sustainable growth.  However given the divergence - rate going down vs up, we're going to see a divergence in economic performance and asset market performance and this will drive a number of risks and opportunities for investors.  Indeed, this theme is already being expressed in the form of emerging market equity outperformance.  Check out the video to hear more...

 


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