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As banks savor the possibility of deregulation, many are anticipating a ramp up in new ... [Read more]
Unintended Consequences: How Deregulation Could Lead to Credit Risk
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Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
Brazil: What is currently priced in? (Presidential election edition)
The Belt and Road Initiative (BRI), China’s infrastructure push spanning over 80 countries and worth ... [Read more]
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Nearly two years on from the UK European Union membership referendum, the UK’s latest annual ... [Read more]
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We expect M2 growth to rebound over the next one to two quarters, mainly driven ... [Read more]
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From 2014 to the summer of 2017, rate spreads did a good job of explaining ... [Read more]
Five reasons why US bond yields are no longer driving the US dollar
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Global Emerging Markets Seminar 2018
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Global Economic Outlook 2018
The National Pension Service (NPS) is Korea’s social security reserve fund. It was created in ... [Read more]
Time for the National Pension Service to escape “home bias”
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10 Gray Swan events for 2018
Economics: We expect Asia’s sweet spot of solid growth, strong capital inflows, tame inflation and ... [Read more]
Asia Economic Outlook 2018
Outlook 2018: US
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Outlook 2018: Asia
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Goldilocks and the Bear
Outlook 2018: EMEA
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Across the board, better-than-expected interim results for the MSCI-China constituents, plus China’s macro stability in ... [Read more]
China equity strategy: Add Japan and India to our comparative study
We are increasingly witnessing a global trend for green finance, particularly following the UN Paris ... [Read more]
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It's not the first Brexit, just ask Henry VIII
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