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: 2 min video
Our UK 2019 outlook looks at how the UK still remains attractive to international investors ... [Read more]
February 2019
Focused thinking: 4 min video
Our European Outlook looks at what will drive recovery in Europe in 2019. ... [Read more]
Focused thinking: 3 min video
Our CEEMEA outlook looks into the new opportunities available in emerging markets in 2019. ... [Read more]
We’ve seen the market shift regimes where growth is heading sub-trend. The lack of policy ... [Read more]
Focused thinking: 3 min read
Apart from Brexit, US-China trade talks, and the potential for Fed cuts, one of the ... [Read more]
April 2019
Low volatility, but can it last?
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Focused thinking: 2 min read
While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus ... [Read more]
Chinese hog cycle and inflation
While household debt outstrips incomes across the country, is the UK unusual among its peers? ... [Read more]
What does rising household debt mean for the UK economy?
Australia in 2019: soft growth, falling house prices and RBA rate cuts
Global Asset Allocation Outlook 2019: What does a slowdown regime mean for markets?
The UK in 2019: Why are global investors optimistic about the UK?
Europe in 2019: What will drive a recovery this year?
Emerging Markets in 2019: Is this a year of opportunities?
Focused thinking: 6 min read
We argue that there are several fundamental forces that are driving a ‘de-globalisation’ of the ... [Read more]
Globalisation: Stalling or reversing?
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?