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Commodities: Key Themes For 2015

Disappointing global economic growth will combine with healthy supply to prevent a rebound in industrial commodity prices over 2015. Grains will be the outperformers as prices head higher over the...

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Our Key Themes For 2015

The end of the oil boom will deal another blow to Latin America's commodity-fuelled growth story. Combined with a tepid outlook for industrial metals demand and prices, 2015 will be a difficult year...

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Key Global Themes For 2015

We expect several global macroeconomic and market themes to play out in 2015, including the return of sovereign debt risk, the continuation of emerging market currency dilemmas, and the ramifications...

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Key Themes Of 2015

Geopolitical risk will dominate the European outlook for 2015, with the Russia-Ukraine crisis simmering in the East and resurgent risks within the eurozone. Despite this, the economic outlook remains...

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Key Themes Of 2015

Political risk, much of which is associated with elections, will be a key issue for the Sub Saharan Africa region in 2015 as will the West African Ebola epidemic. Lower oil prices will have a...

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Key Themes For 2015

As 2015 approaches we look back at our predictions for 2014, and assess the key themes that are likely to dominate the region over the coming year. We managed to hit the spot with many of the themes...

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