6/01/2026 Geopolitics Implications of the US move on Venezuela US intervention in Venezuela raises new questions for oil markets and global geopolitics.
31/03/2025 Capital Market Assumptions The global economy's path in a fragmented world A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.
31/03/2025 Economy & Markets Demographics will shape future growth potential Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.
17/03/2025 Positive mood in Emerging Markets Recent weakness in US markets may boost foreign investors’ appetite for China and other emerging markets such as India.
16/12/2024 All eyes on China Markets have the signpost that Chinese policymakers would like to conduct broad easing.
5/12/2024 Emerging Markets A short-lived crisis with long-lasting implications: first t... This paper examines the fallout of South Korea's political turmoil
5/12/2024 Retirement Where will returns come from? Pensions in a new economic reg... The article examines the impact of the 2024 elections on global markets and the search for returns in private and Asian emerging markets, highlighting...
