Stefan Scheurer

Senior Investment Strategist

Insights by Stefan Scheurer

Outlook & Commentary
We expect BOJ Governor Kuroda to announce no new actions at this week’s meeting in Japan. Yet although he remains upbeat about inflation expectations, the central bank will need to pave the way for future yield-target adjustments if inflation disappoints as US rates rise.
Stefan Scheurer | 13/03/2017
Investment Themes & Strategy
During his campaign, Donald Trump favoured a restrictive trade stance that could hurt export-reliant countries in Asia – particularly China. But with continued rebalancing and a renewed regional focus, China’s influence in Asia could grow even bigger.
Stefan Scheurer | 15/12/2016
Outlook & Commentary
As monetary policy keeps moving into uncharted territory, governments are feeling the pressure to boost growth with new fiscal policies. But for some market-watchers, the source of the stimulus is less important than whether or not it works.
Stefan Scheurer | 02/09/2016
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