6/02/2024 Emerging Markets Emerging Markets charts and views: Winners and losers in a pivotal year for Emerging Markets Stay ahead in finance with insights on 2024 EM outlook: EM Growth Premium, monetary policy trends, Asia's resilience, and geopolitical risks.
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability We assess the long-term economic path for the China economy and how 2024 slowdown fits within this picture. From an investment standpoint, the shift toward...
11/12/2023 Emerging Markets Emerging Markets Outlook 2024 charts and views: Opportunities in a fragmented world Outlook for EM assets: opportunities and risks for EM investors in 2024.
15/09/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2023 End in sight: Bank of Japan to complete policy normalisation
15/05/2023 Economy & Markets Building bridges to India’s future investment opportunities India's macro fundamentals are well positioned for a multi-year improvement in output and earnings, creating new opportunities for global investors.
27/04/2023 Emerging Markets Emerging Markets Charts and Views - Springtime for Emerging Markets Outlook for EM assets: opportunities and risks for EM-investors in 2023.
28/03/2023 Capital Market Assumptions A rocky net zero pathway Key highlights on long-term scenarios and return forecasts.
6/03/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2023 Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have...
25/03/2022 Geopolitics A more fragmented Emerging Markets world amid the Russia-Ukraine crisis The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and...
3/02/2022 Economy & Markets Keeping up with our Investment Outlook for 2022 2022 will be the “year of reckoning” for DM economies when they will test the effectiveness of the policies deployed since the peak of the pandemic phase...
1/02/2022 Geopolitics Russia-Ukraine tensions: geopolitical risk adds volatility to risk assets Understanding recent tensions between Russia and Ukraine, as well as the implications on the economy and potential geopolitical and investment consequences.