21/04/2022 Economy & Markets The energy crisis heightens inflation fears - Strategies to ... The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies...
5/04/2022 Geopolitics US economy and markets look resilient regarding the Russia-U... Update on Ukranian crisis focusing on US economy and investment implications
16/12/2019 Fixed Income & FX Fixed income: Back to core – Charts and Views - Build a robu... The ongoing slowdown in global trade will weaken global GDP growth further in 2020 – especially in advanced economies skewed towards the manufacturing...
5/08/2019 Emerging Markets Emerging Markets Charts & Views - Finding a balance between ... The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...
25/07/2019 Fixed Income & FX Fixed Income Charts and Views - Q3 2019 A slowdown in global growth, with subdued inflation and dovish central banks (CB) committed to avoiding further economic deceleration, is a trend that,...
5/03/2019 Emerging Markets Emerging Markets Charts & Views - Seek opportunities, but be... Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to...
12/02/2018 Emerging Markets Emerging Markets: How to unlock the next wave of returns After years of buoyant market conditions that have driven strong market performance across the board, investors are questioning for how long this “Goldilocks”...