846 insights found

Macrocast

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 ...

Iggo's insight

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 ...

Iggo's insight

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.

The Evolving Economy

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 ...

Research & Investment Strategy

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.

Macro insights

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.

Macro insights

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.

Macrocast

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.

The Evolving Economy

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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