Insights Hub
846 insights found
23 August 2019
The disappearing European risk-free asset
We see no big change in the overall configuration of global macro risks since our last Macrocast in early August. Uncertainty on the global trade war has not abated. Donald Trump’s decision to postpo ...
23 August 2019
Price Action
Over the long run, total return in bond investing is driven by income. This year it has all been about capital appreciation. Bond prices have moved aggressively and this leaves the market subject to ...
15 August 2019
Doesn't Feel Good
Bond yields have plunged this summer. The cyclical slowdown and a wall of political worries has created a surge in demand for safe assets. Investors are trying to figure out what it all means.
15 August 2019
Using technology to tackle growing electronic waste
Electronic waste – more commonly known as e-waste – refers to the disposal of broken or obsolete electronic equipment, and unless it is disposed of responsibly, it can have serious envi ...
13 August 2019
Easing cycle underway
Going forward, we expect Asian central banks to continue to cut rates with a few exceptions – Bank Negara Malaysia and State Bank of Vietnam.
12 August 2019
Italian and Argentinian political developments, while UK Q2 GDP is lower than expected
Last week Lega leader Matteo Salvini submitted a no-confidence motion, following a contentious Senate vote on the construction of a high-speed rail link between France and Italy.
07 August 2019
Trump trade policy dominates, Fed announces rate cut, BoE position unchanged
It is with a certain resignation that we observe US President Donald Trump once again plunging the US into heightening trade tensions with China.
02 August 2019
How to feed your dragon
Sometimes monetary policy is akin to feeding dragons: markets tend to be insatiable, and they may end up burning you.
31 July 2019
How are challenger banks disrupting the retail banking industry?
The past 2-3 years have seen challenger banks gain traction, with some attracting significant venture capital funding.
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