Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?
6 min read | June 2021
It is time for global investors to recognize China's scale and complexity, consider it a separate asset class and dedicate more resources and funds to this market.
3 min read | June 2021
An overlay technique of consensus-ratings to improve the ESG quality of portfolios
5 min read | June 2021
Our weekly update of the developments and key themes around the US economy
1 min read | June 2021
Taking stock and looking ahead
4 min read | June 2021
India’s second wave has resulted in a hit to mobility, unemployment rates and economic activity.
2 min read | May 2021
The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.
4 min read | May 2021
An outlook for the UK's housing market, weighing the positives against the negatives
9 min read | April 2021
The pandemic has spurred a reset in values regarding social and environmental stewardship.
4 min read | April 2021
With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.
2 min read | April 2021
Carbon pricing in Japan could focus on policy mix involving carbon tax, emissions trading, subsidies
3 min read | March 2021
Two countries – Egypt and Turkey – are currently at risk of a currency crisis with Romania coming close behind, just under the 100 threshold.
3 min read | February 2021