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149 insights found

Research & Investment Strategy
10 minute read

Tourism: How Asia and other emerging markets could bounce back

The pandemic has given many countries a long path to recovery

Research & Investment Strategy
15 minute read

Central bank digital currencies, reserve currencies and geopolitics

When it comes to central bank digital currencies (CBDCs), the focus of market participants and regulators – especially in the banking industry - is mainly associated with their disruptive natu ...

Research & Investment Strategy
15 minute read

China: Path to ‘Net-Zero’

How the world’s largest emitter plans to become carbon neutral

Research & Investment Strategy

UK Budget: Next steps, not complete vision

David Page, Head of Macro Research, comments on the UK Budget and outlook for medium-term public finances.

Research & Investment Strategy

India: Growth returns, but challenges remain

Policy is supportive but COVID-19 and geopolitics weigh on the country’s outlook

Research & Investment Strategy

September Global Macro Monthly & Investment Strategy - Biden his time

The US has seen fewer new virus cases since its summer peak, but the virus is rising sharply in some European countries and across emerging markets more broadly

Research & Investment Strategy

The world’s factory in COVID-19: Can China secure its supply chain kingdom?

The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions una ...

Research & Investment Strategy

July Investment Strategy - And after the summer?

Europe has been enjoying a rare moment of outperformance recently.

Research & Investment Strategy

June investment strategy - The virus has not gone away

A genuine gap is emerging between the US and Europe on the pandemic front