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 read
The world remains in the grip of Covid-19, but the pandemic can also serve as ... [Read more]
July 2020
Focused thinking: 2 min read
The Chinese economy is still a long way away from a full recovery, and it ... [Read more]
Our weekly updated overview highlights the key releases of global economic market data from around ... [Read more]
January 2021
Focused thinking: 17 min video
December 2020
2021 Equities Outlook: ...it is more about 2022
Share this article:
Focused thinking: 4 min read
Given Biden's pledges to reform environmental policy what are the likely repercussions for the auto ... [Read more]
Biden gears up the US auto-industry to get back on a more sustainable track.
Focused thinking: 6 min read
We are overall quite positive on the outlook for Asia in 2021, with an above ... [Read more]
Asia Outlook 2021 – Bracing for reflation
Focused thinking: 28 min podcast
Fireside Chats: 2021 Outlook - Global FX Strategy, overcoming political hurdles.
Will the UK be able to vaccinate itself against a weakening economy? ... [Read more]
November 2020
How the UK Economy is fast becoming the runt of the G10 litter?
Analysis of the rapid growth in 20 EM central bank balance sheets and show how ... [Read more]
Emerging markets’ quantitative easing amid rising investor discrimination
Focused thinking: 7 min read
The global pandemic and increasing severity of climate change are redefining how risks are managed ... [Read more]
Highlights from Nomura ESG conference 2020
Focused thinking: 23 min podcast
Fireside Chats – FX Insights: USD and CNY, how are 2 sides of different coins dealing with recent volatility?
Focused thinking: 47 min podcast
October 2020
Fireside Chats – Cross Asset Desk Strategy: A market focused on the upside
Focused thinking: 25 min podcast
Fireside Chats – The world after Covid-19: Behaviour changes, and income inequality
Focused thinking: 18 min podcast
September 2020
Fireside Chats - The 2020 US Election: What would a Biden win mean for the dollar?
We look at 6 ways that COVID-19 has helped address key issues in climate change. ... [Read more]
August 2020
Covid-19 a blessing in disguise for climate change?