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How can economies recover from Covid-19 recession?

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Will China or the US lead global recovery?

Eric Robertsen shares insights into whether China or the US will lead global recovery and how can economies continue to grow in a sustainable manner.

Will China or the US lead global recovery?

Eric Robertsen shares insights into whether China or the US will lead global recovery and how can economies continue to grow in a sustainable manner.

Outlook for US Treasury yields and inflation

Eric Robertsen shares his views on the year-to-date surge in US treasury yields, and if these increases are going to generate inflationary pressures.

Outlook for US Treasury yields and inflation

Eric Robertsen shares his views on the year-to-date surge in US treasury yields, and if these increases are going to generate inflationary pressures.

Investor outlook for Fed meeting

Listen to insights from Eric Robertsen into what to expect around rate changes, bond markets and trade flows for China and rest of Asia.

Investor outlook for Fed meeting

Listen to insights from Eric Robertsen into what to expect around rate changes, bond markets and trade flows for China and rest of Asia.

Bumpy at times but H1 outlook remains positive for Asia

Eric Robertsen shares his H1 outlook for Asia.

Bumpy at times but H1 outlook remains positive for Asia

Eric Robertsen shares his H1 outlook for Asia.

Positive outlook for Emerging Markets in Asia and Commodities

Eric Robertsen shares a positive outlook on Emerging Markets in Asia and Commodities.

Positive outlook for Emerging Markets in Asia and Commodities

Eric Robertsen shares a positive outlook on Emerging Markets in Asia and Commodities.

Markets may be ignoring or under-pricing potential 2021 ‘surprises’

Eric Robertsen outlines eight potential financial market surprises for 2021.

Markets may be ignoring or under-pricing potential 2021 ‘surprises’

Eric Robertsen outlines eight potential financial market surprises for 2021.

Asia likely beneficiary of returning EM capital

Eric Robertsen identifies Asia as the likely beneficiary of returning EM capital.

Asia likely beneficiary of returning EM capital

Eric Robertsen identifies Asia as the likely beneficiary of returning EM capital.

Positive outlook on Emerging Markets

Eric Robertsen shares a positive outlook on Emerging Markets.

Positive outlook on Emerging Markets

Eric Robertsen shares a positive outlook on Emerging Markets.

Outlook for inflation in 2021

Eric Robertsen shares his outlook on inflation, emerging markets, and the possible impact of additional US fiscal stimulus under the incoming Biden administration.

Outlook for inflation in 2021

Eric Robertsen shares his outlook on inflation, emerging markets, and the possible impact of additional US fiscal stimulus under the incoming Biden administration.

Latest Articles

Will the euro area turn the corner in 2021?

We expect two-thirds of Europe’s population to be vaccinated by late 2021 and GDP to grow 4.0% in 2021.

12 Jan 2021

Slow, then fast – what does the US recovery look like in 2021?

The US economy is likely to struggle at the start of the year, but we expect it to bounce back…

18 Dec 2020

Will emerging markets win with Biden?

Emerging markets could benefit from a political environment set to become more benign following the victory of Democratic candidate Joe…

24 Nov 2020

What does the Biden administration mean for global currencies?

As risk sentiment improves amidst historically low Developed Market bond yields, it is likely that there will be re-allocation of…

23 Nov 2020

Financial markets and US policy – what will the US election bring?

Ahead of the US election, we look at the implications of the three possible scenarios: a Biden victory, a Trump…

2 Oct 2020

Dynamic Chinese market demands multi-faceted approach

Various programmes designed to facilitate foreign investment have boosted financial market reform in China, and the internationalisation of the renminbi.…

15 Jan 2020

Addressing Africa’s currency management challenges

The formation of the African Continental Free Trade Area is expected to boost trade volumes across the continent. Corporates that…

15 Jan 2020

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