How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?
43 min podcast | March 2021
What can we learn from Australia and New Zealand on life without Covid-19.
31 min podcast | February 2021
With the return of fiscal activism, the baton of driving growth has passed from monetary policy to fiscal policy.
27 min podcast | February 2021
Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities
5 min read | January 2021
Will the vaccine rollout result in the comeback story of 2021?
40 min podcast | January 2021
A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?
3 min read | January 2021
What does 2021 hold for the USA?
3 min podcast | January 2021
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
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
We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.
6 min read | December 2020
After a record year of issuance, what's next for ESG?
37 min podcast | December 2020