Home: 3 min read
As banks savor the possibility of deregulation, many are anticipating a ramp up in new ... [Read more]
May 2018
Unintended Consequences: How Deregulation Could Lead to Credit Risk
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Home: 2 min read
More than two years on from the Brexit referendum, the UK’s latest annual rate of ... [Read more]
How has economic activity in the UK responded to the Brexit vote?
There is an undeniable correlation between geopolitics, market sentiment and the macro trading environment. In ... [Read more]
Five market moving events that should be on your radar
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)
April 2018
10 Gray Swan events for 2018
The Belt and Road Initiative (BRI), China’s ambitious infrastructure and investment plan worth over $1. ... [Read more]
The Belt and Road Initiative: Globalization, China style
Focused thinking: 3 min video
What geopolitical risks are driving global emerging markets?
From 2014 to the summer of 2017, rate spreads did a good job of explaining ... [Read more]
February 2018
Five reasons why US bond yields are no longer driving the US dollar
Focused thinking: 2 min video
Global Emerging Markets Seminar 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”