Focused Thinking
Emerging Markets
An outlook for the Philippines amid the latest Covid-19 wave, with guest speaker Benjamin Diokno, BSP Governor.
60 min video | September 2021
Volatility
Key note presentations on 5 things you didn't know about ESG, the challenges facing post pandemic economies, the evolution of the sustainability mega-trend, and how pursuing ESG investments need not trash your portfolio.
2 min read | July 2021
Central Banks
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
We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.
6 min read | December 2020
Economics
In this webinar, we discuss recent major developments in Indonesia including lockdown measures re-imposed in Jakarta.
56 min video | September 2020
Central Banks
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
New year, new decade, new risks?
2 min read | January 2020
Central Banks
Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.
17 min video | January 2020
Central Banks
How will the UK fair amongst some Brexit clarity, will 2020 be the year of recovery?
1 min read | January 2020
Central Banks
Will this New Year mean a New Brexit?
2 min video | January 2020
Economics
What's in store for the Euro Area as we move into 2020?
2 min video | January 2020
Economics
5 min video | December 2019
Economics
We expect Japan to remain on a path of “steady but slow” economic growth in 2020.
1 min video | December 2019
Economics
After surging in 2010-11, global food prices have been on a downtrend, but this can quickly change.
5 min video | December 2019