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

NIFA featured article - Out of ammo: Why the next slowdown may be difficult to counter

4 min podcast | June 2019

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Central Banks

Highlights from Nomura Investment Forum Asia 2019

1 min podcast | June 2019

Economics

What drives the oil price rise matters

2 min podcast | May 2019

Economics

China home appliances: Structural positives, near-term challenges

2 min podcast | April 2019

Volatility

Low volatility, but can it last?

Apart from Brexit, US-China trade talks, and the potential for Fed cuts, one of the big themes of 2019 thus far has been the surprising state of market volatility.

9 min video | April 2019

Economics

Chinese hog cycle and inflation

2 min podcast | April 2019

Economics

What does rising household debt mean for the UK economy?

While household debt outstrips incomes across the country, is the UK unusual among its peers?

2 min podcast | April 2019

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Central Banks

Australia in 2019: soft growth, falling house prices and RBA rate cuts

2 min video | April 2019

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Volatility

Global Asset Allocation Outlook 2019: What does a slowdown regime mean for markets?

1 min podcast | February 2019

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Volatility

Europe in 2019: What will drive a recovery this year?

Our European Outlook looks at what will drive recovery in Europe in 2019.

3 min video | February 2019

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Volatility

The UK in 2019: Why are global investors optimistic about the UK?

Our UK 2019 outlook looks at how the UK still remains attractive to international investors despite Brexit uncertainty.

1 min podcast | February 2019

Central Banks

RBA growth downgrades are coming: is Australia’s luck running out?

1 min podcast | January 2019

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