Focused Thinking

Rates

play
Central Banks

Fireside Chats – Global Economic Outlook 2022: The heat is on... for now

Our strategists share their top FX and rates views in 2022

30 min podcast | December 2021

Economics

Asia Outlook 2022: As the Tide Turns

We are cautious on Asia’s economic outlook in 2022 as the emergence of the Omicron variant reminds us that the pandemic is far from over.

2 min read | December 2021

play
Economics

Fireside Chats – Top FX and Rates Views in 2022

Our strategists share their top FX and rates views in 2022

32 min podcast | December 2021

Rates

A Measured Approach to ESG Investing

An overlay technique of consensus-ratings to improve the ESG quality of portfolios

5 min read | June 2021

play
Central Banks

The Risk of EM Central Bank Overreach

Which EM central banks are more at risk of falling behind the curve and of greater fiscal dominance?

65 min podcast | April 2021

play
Central Banks

2021 Equities Outlook: ...it is more about 2022

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

Central Banks

Thailand: The Economic Fallout of Political Protests – This Time is No Different

Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy.

3 min read | December 2020

Economics

Emerging Markets’ Quantitative Easing Amid Rising Investor Discrimination

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

Economic Policy under a Biden Administration

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

play
Central Banks

The world post Covid-19 (part 2)

The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.

29 min video | August 2020

Central Banks

The world post Covid-19

The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.

3 min read | July 2020

Economics

Nomura Investment Forum Asia: Asia Equities Market Outlook

During our virtual Nomura Investment Forum Asia conference this year, our equity strategists explain what the outlook of Asia equities will be in the near future.

2 min read | June 2020

1 2 3 4