Focused thinking: 3 min read
There is an undeniable correlation between geopolitics, market sentiment and the macro trading environment. In ... [Read more]
October 2018
Five market moving events that should be on your radar
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Focused thinking: 18 min podcast
Will we have a Brexit deal agreed soon, Italy's growth outlook and what lies ahead for US-China trade wars?
Focused thinking: 2 min read
The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially ... [Read more]
September 2018
Thailand: a fragile investment cycle
Issuance hit a record high in 2017 and conditions remain supportive for new issues. ... [Read more]
August 2018
Why global bonds are still attractive to Japanese issuers
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
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?
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)
BRI should deliver an economic win-win for China and the countries it covers; China will ... [Read more]
April 2018
The Belt and Road Initiative: Globalization, China style
Focused thinking: 2 min video
What geopolitical risks are driving global emerging markets?
February 2018
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”
Focused thinking: 4 min podcast
January 2018
Global Economic Outlook 2018