Focused thinking: 3 min read
A pillar of US President Joe Biden’s bid for the presidency was the radical reform ... [Read more]
January 2021
Focused thinking: 2 min read
Under a potentially strong recovery, life insurers and banks in China are poised to enjoy ... [Read more]
Focused thinking: 4 min read
The still-raging pandemic produced a unique recession in 2020, but what does the future hold? ... [Read more]
December 2020
Focused thinking: 6 min read
We are overall quite positive on the outlook for Asia in 2021, with an above ... [Read more]
Growing recognition of the criticality of decarbonising the world’s economies has lead to Carbon Pricing ... [Read more]
Our weekly updated overview highlights the key releases of global economic market data from around ... [Read more]
April 2021
What's on the horizon for the global economy?
Share this article:
Focused thinking: 5 min read
An overlay technique of consensus-ratings to improve the ESG quality of portfolios ... [Read more]
A Measured Approach to ESG Investing
Focused thinking: 22 min podcast
Fireside Chats - US Insights: Outlook for infrastructure and fiscal spending
Focused thinking: 1 min read
Our weekly update of the developments and key themes around the US economy ... [Read more]
US Economic Weekly Update
With factors such as a moderate 2020 stimulus, tighter controls on property market financing and ... [Read more]
China: We see no fiscal cliff in 2021
Focused thinking: 27 min podcast
March 2021
Fireside Chats – Asia Insights: Prospects for Indonesian and ASEAN economies.
Fireside Chats – EM Insights: Which countries lie under the Damocles Sword?
Focused thinking: 30 min podcast
Fireside Chats – FX Insights: RMB – Bullish beyond the year of the Ox?
Focused thinking: 43 min podcast
Fireside Chats - BoJ and ECB Strategy Review: A New Direction?
As part of global moves toward reducing carbon emissions, attention will likely focus on the ... [Read more]
Japan begins discussions on carbon pricing framework
Two countries – Egypt and Turkey – are currently at risk of a currency crisis ... [Read more]
February 2021
Damocles: Our early warning indicator of EM exchange rate crises
Focused thinking: 31 min podcast
Fireside Chats – The Wonder Down Under: Lessons on life without Covid-19