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Research & Investment Strategy

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Research & Investment Strategy

How can President Biden tackle Climate Change?

The challenges Biden will face in reducing greenhouse gas emissions

Research & Investment Strategy

RCEP: Integrating Asia beyond trade

Gauging the impacts of creating the world’s largest trading bloc

Research & Investment Strategy

December Global Macro Monthly & Investment Strategy - Covid 19: It’s behind you… Oh no it isn’t

Research & Investment Strategy
5 minute read

Monthly Op-Ed - Tougher winter, promising summer

Vaccinations underway in the US and UK are a big boost for the outlook for 2021, but the benefits will still take time to arrive.

Research & Investment Strategy

Global Factor Views

Near-term vaccine euphoria: Vaccine announcements by a number of drug companies in November led to a classic relief rally, with a rotation away from stocks with high earnings quality (which had led t ...

Research & Investment Strategy

India: Growth returns, but challenges remain

Policy is supportive but COVID-19 and geopolitics weigh on the country’s outlook

Research & Investment Strategy

The emerging market COVID-19 debt surge – no crisis on the horizon, yet

As with advanced economies, the pandemic has led to a massive increase in public spending in emerging markets

Research & Investment Strategy

US election update: clarity, but not certainty

With results continuing to trickle in as initial vote counts conclude, multiple news agencies declared Pennsylvania for Biden over the weekend, taking him over the 270 votes needed for an electoral c ...

Research & Investment Strategy
5 minute read

Trump outperforms polling, in for the long haul

President Trump has done much better than polls suggested, but as yet the Presidential election outcome is unknown and appears on a knife-edge