Focused Thinking

Volatility

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.

Central Banks

Risk of BOJ taking Rates Further into Negative Territory and Investment Strategies

5 min read | October 2019

Volatility

What's the impact of Brexit on the UK Auto Industry?

We update and expand the scope of our analysis for the impact for global automakers, and the intensity of the fallout from a hard Brexit.

2 min read | October 2019

Economics

Nearing an Inflection Point: Preparing for a Change in Global Growth Velocity

2 min read | September 2019

Economics

Is the US on the verge of a recession?

With clear signs that the US economy has slowed, growing trade tensions rising, and new signs that global growth is slowing, is a US recession around the corner?

4 min read | September 2019

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Central Banks

Asia Mid-Year Equities Outlook 2019

3 min video | July 2019

Central Banks

Are the Major Central Banks Trapped?

2 min read | July 2019

Central Banks

Global midyear economic outlook 2019

Our midyear review looks at different regions around the globe and the key factors affecting them through the remainder of 2019.

4 min read | July 2019

Economics

Damocles Update: Who is at Risk?

3 min podcast | July 2019

Emerging Markets

China Video Surveillance: Secure Ground in the Homeland

2 min read | July 2019

Economics

US-China Trade Diversion: Who Benefits?

2 min read | June 2019

Central Banks

NIFA featured article - Will the Renminbi Crack Seven?

5 min read | June 2019

Central Banks

NIFA featured article - Out of Ammo: Why the Next Slowdown may be Difficult to Counter

4 min read | June 2019

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