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Research & Investment Strategy

Covid-19 Update – Judging international stimulus policy reactions to the Covid 19 shock

Research & Investment Strategy

June investment strategy - The virus has not gone away

A genuine gap is emerging between the US and Europe on the pandemic front

Research & Investment Strategy

COVID-19 update: Euro area policy response

The flexibility and proactivity of the European Central Bank (ECB) since the beginning of the COVID-19 crisis has been a positive surprise

Research & Investment Strategy

Japan’s COVID-19 response: Crisis met with strong economic package, but is it enough?

Research & Investment Strategy

A motionless journey: From CFA franc to eco

The West African Economic Monetary Union countries and France have reached a set of reforms modernising the functioning of the franc zone, an area of monetary cooperation in West Africa. The previous ...

Research & Investment Strategy

China: Fuelling recovery with an extra policy kick

COVID-19 has dealt a serious blow to China’s economy and forced Beijing to substantially change its economic plans at this year’s National People’s Congress. The latter includes prioritising job stab ...

Research & Investment Strategy

COVID-19 update: US policy response

The effectiveness and impact of the US policy response.

Research & Investment Strategy

May investment strategy - Economies begin to emerge

The speed of the post lockdown recovery will be partly dependent on how the “saving overhang” is spent.

Research & Investment Strategy

Emerging markets under COVID-19

Developing nations face multiple shocks with uneven ammunition