Global Economic Outlook: New World Order
How may US policy uncertainty impact the global economy? Discover key trends shaping the new world order. Read our latest insights.
The 15-year quantitative easing experiment is over. We’re entering a new paradigm as the global economy shifts from overheating to contraction.
Income can provide a cushion to counter inflation and reduce drawdowns.
Higher-for-longer rates and inflation, slowing global growth and geopolitical rivalry promise to elevate volatility. This creates opportunities for ESG-savvy investors to source quality firms able to sustain their income payouts.
Economic activity in the major economies is expected to slow, even though some economies will be more resilient than others. When growth loses momentum, less risky assets that offer investors predictable cash payments, such as bonds, can often do better.
The year for income
(1) Source: Aberdeen Investments, 30 June 2023