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 read
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?
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Focused thinking: 5 min read
The downward pressure on the renminbi since last June is a function of market sentiment ... [Read more]
NIFA featured article - Will the renminbi crack seven?
Focused thinking: 4 min read
The biggest risk currently facing the global economy is the lack of sufficient tools – ... [Read more]
NIFA featured article - Out of ammo: Why the next slowdown may be difficult to counter
Highlights from Nomura Investment Forum Asia 2019
We found that a sustained rise in oil prices affects emerging markets more than developed ... [Read more]
May 2019
What drives the oil price rise matters
In view of a slower economy, overseas exposure has naturally become the key differentiator that ... [Read more]
April 2019
China home appliances: Structural positives, near-term challenges
Focused thinking: 9 min video
Low volatility, but can it last?
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?
Focused thinking: 2 min video
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?