Focused thinking: 29 min video
The world remains in the grip of Covid-19, but the pandemic can also serve as ... [Read more]
August 2020
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New year, new decade, new risks? ... [Read more]
January 2020
Focused thinking: 4 min video
A decade on from the Great Recession, UMP is becoming more conventional. ... [Read more]
November 2019
Focused thinking: 17 min video
December 2020
2021 Equities Outlook: ...it is more about 2022
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Focused thinking: 6 min read
We are overall quite positive on the outlook for Asia in 2021, with an above ... [Read more]
Asia Outlook 2021 – Bracing for reflation
Focused thinking: 56 min video
September 2020
Indonesia: Thoughts on emerging policy challenges and risks
The world post Covid-19 (part 2)
UK and Euro Area Outlook 2020
Global economic outlook 2020: On shaky foundations
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How will the UK fair amongst some Brexit clarity, will 2020 be the year of recovery? ... [Read more]
UK Outlook 2020
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Brexit & FX Outlook 2020
Euro Area Outlook 2020
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December 2019
Nomura Investment Forum Tokyo featured article: US-China conflict reshaping global trade order
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Nomura Investment Forum Tokyo featured article: Japan’s economy in 2020 Making the case for cautious optimism
Preparing for the next surge in food prices