Thought Leadership Research

On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

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Monetary Policy in a Synchronised World

Monetary Policy in a Synchronised World

March 2018

Over the past year, there has been an emergence of broad-based synchronised economic growth which has encouraged central banks to consider kickstarting their policy normalisation plans.  In this month’s feature article, we discuss why a higher interest rate environment will prove challenging for financial markets that have enjoyed a decade of highly stimulatory and supportive central bank policy.

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