Focused thinking: 2 min read
Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
May 2018
Brazil: What is currently priced in? (Presidential election edition)
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Focused thinking: 1 min read
A forecast of Asia’s sweet spot of solid growth, strong capital inflows, tame inflation and ... [Read more]
December 2017
Asia Economic Outlook 2018
Focused thinking: 6 min read
Rising interest rates present challenges for both investors and corporates. However, there are a variety ... [Read more]
November 2017
Get ready for rising rates
Over the past 30 years real interest rates in the UK and other developed economies ... [Read more]
September 2017
Will UK housing continue to stand tall or fall?
Focused thinking: 3 min read
In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and ... [Read more]
August 2017
The tranquil path of Asian inflation