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: 3 min video
Our 2019 GDP growth forecasts are not too different from the streets – while we ... [Read more]
December 2018
Focused thinking: 7 min video
Since the escalation of US trade protectionism this year, increasingly centered on China, a US-Sino ... [Read more]
November 2018
Focused thinking: 2 min video
As we approach 2019, we see a slowdown in economic growth rates across the region ... [Read more]
Focused thinking: 3 min read
Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on ... [Read more]
There is an undeniable correlation between geopolitics, market sentiment and the macro trading environment. In ... [Read more]
February 2019
Five market moving events that should be on your radar
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Focused thinking: 1 min read
Many are wondering whether Australia’s luck is running out, amid slower global and regional growth ... [Read more]
January 2019
RBA growth downgrades are coming: is Australia’s luck running out?
Case study: 4 min read
Asian M&A shows no sign of abating — even despite the fluctuating geopolitical environment. As ... [Read more]
Spearheading game-changing East-West M&A deals as Asia’s leading investment bank
Our Brexit analysis looks into the effects that political uncertainty will have on the global ... [Read more]
New Year, New Brexit?
Focused thinking: 1 min video
Asia FX and rates outlook 2019
India outlook 2019: elephant to lose stamina
Korea outlook 2019: expect a counter-cyclical BOK policy
Focused thinking: 14 min podcast
Global market predictions for 2019: The 9 grey swans.
Focused thinking: 9 min podcast
The Dollar in 2019: Bullish or Bearish?
Despite a difficult year, investors remain keen to use alternative risk premia strategies. However, current ... [Read more]
New directions: diversification of alternative risk premia strategies
Focused thinking: 5 min read
Since the 2008 global financial crisis, major changes have taken place in Asia central banks’ ... [Read more]
Getting to know the rule setters: gauging how Asia’s central banks set policy
Focused thinking: 10 min podcast
The macroeconomic outlook in a more challenging market environment