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
Focused thinking: 3 min video
Our European Outlook looks at what will drive recovery in Europe 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: 2 min video
November 2019
India: A difficult climb ahead
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October 2019
Indonesia: The return of fiscal conservatism
Focused thinking: 5 min read
Expectations are growing that the BOJ will decide to further loosen monetary policy. ... [Read more]
Risk of BOJ taking rates further into negative territory and investment strategies
Focused thinking: 2 min read
We update and expand the scope of our analysis for the impact for global automakers ... [Read more]
What's the impact of Brexit on the UK Auto Industry?
We have been downbeat on the global economic outlook, primarily due to our views on ... [Read more]
September 2019
Nearing an inflection point: Preparing for a change in global growth velocity
Focused thinking: 4 min read
With clear signs that the US economy has slowed, growing trade tensions rising, and new ... [Read more]
Is the US on the verge of a recession?
July 2019
Asia mid-year equities outlook 2019
The policy reaction function of many of the world’s major central banks looks to have ... [Read more]
Are the major central banks trapped?
Central bankers step up to the plate as the tug-of-war between monetary easing and rising ... [Read more]
Global midyear economic outlook 2019
Focused thinking: 3 min podcast
Damocles update: Who is at risk?
For video surveillance companies in China, we believe there are a few ways to increase ... [Read more]
China video surveillance: Secure ground in the homeland
The ongoing and escalating US-China trade friction is no doubt negative for the world economy. ... [Read more]
June 2019
US-China trade diversion: Who benefits?