Focused Thinking
Economics
As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.
3 min read | March 2021
Economics
Will the vaccine rollout result in the comeback story of 2021?
40 min podcast | January 2021
Economics
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
Central Banks
In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.
17 min video | December 2020
Volatility
What will 2021 mean for FX markets?
28 min podcast | December 2020
Economics
After a record year of issuance, what's next for ESG?
37 min podcast | December 2020
Economics
Growing recognition of the criticality of decarbonising the world’s economies has lead to Carbon Pricing, but how does it work?
3 min read | December 2020
Volatility
Will the UK be able to vaccinate itself against a weakening economy?
3 min read | November 2020
Economics
Analysis of the rapid growth in 20 EM central bank balance sheets and show how 10 are now larger than that of the US Fed (relative to GDP).
3 min read | November 2020
Economics
The global pandemic and increasing severity of climate change are redefining how risks are managed and opportunities captured in the financial sector. Our inaugural ESG conference on October 21-22, 2020 took a deep dive into these areas and the sustainable finance trends shaping the decade ahead, with a focus on Asia.
7 min read | November 2020
Volatility
How are FX markets dealing with the recent volatility?
3 min podcast | November 2020
Economics
Companies overcoming cash flow issues caused by the pandemic may have to curb capex due to rising debt
2 min read | November 2020
Economics
If Biden wins in November, he is likely to usher in a new set of US economic objectives and policies.
4 min read | September 2020
Economics
Since lockdowns began to be lifted different sectors across Europe’s large economies have performed in different ways. But retailing – almost universally across developed markets – has rebounded at a far quicker pace.
3 min read | September 2020