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 read
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
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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
Focused thinking: 1 min read
We’ve seen the market shift regimes where growth is heading sub-trend. The lack of policy ... [Read more]
February 2019
Global Asset Allocation Outlook 2019: What does a slowdown regime mean for markets?
Our UK 2019 outlook looks at how the UK still remains attractive to international investors ... [Read more]
The UK in 2019: Why are global investors optimistic about the UK?
Focused thinking: 3 min video
Europe in 2019: What will drive a recovery this year?
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?
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: 2 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
December 2018
Equity markets in 2019: soft power matters