From hard policies to trade routes, the causes and effects of volatility are connected across the planet. To recognise the opportunities and risks, know how to pick the triggers to watch from the grey swans.
Focused thinking: 1 min read
Our UK 2019 outlook looks at how the UK still remains attractive to international investors ... [Read more]
February 2019
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We’ve seen the market shift regimes where growth is heading sub-trend. The lack of policy ... [Read more]
July 2019
Asia mid-year equities outlook 2019
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Focused thinking: 2 min read
The policy reaction function of many of the world’s major central banks looks to have ... [Read more]
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June 2019
US-China trade diversion: Who benefits?
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Highlights from Nomura Investment Forum Asia 2019
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May 2019
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April 2019
China home appliances: Structural positives, near-term challenges
Focused thinking: 9 min video
Low volatility, but can it last?