Financial Markets Insights

Turning expertise to actionable insights. Explore our views on what to watch out for in today’s Financial Markets.

Podcast: Q2 Global Research Strategy Outlook - Assessing US exceptionalism and economic recovery

Much talk lately has focused on the idea of US exceptionalism leading global recovery. At the same time, there are other economies that are also picking up across emerging markets, while some are falling behind. This is creating vast divergences across regions and sectors and performance of various financial instruments. In these complex times, what is the best investment strategy? Hear insights from our global research strategists, Eric Robertsen and Kaushik Rudra.

Podcast: Q2 Global Research Economic Outlook – Forecasting economic growth, inflation and the impact on emerging markets

Prospects for global growth are improving but the unevenness of the vaccine rollout is creating divergences across different economies and sectors. In addition, rising fiscal debt and the possibility of inflation are looming in developed and emerging markets. If inflation becomes an embedded risk for a greater than expected rise in rates/yields, what will the consequences be on emerging markets in the near term and longer-term? Hear insights from our global research economists, Sarah Hewin and Edward Lee.

Credit Markets

The future of financing is rainbow

Can financial capital be harnessed as a force for good and tackle inequalities deepened by the pandemic?

Maritime in transition – balancing profit and purpose

With the maritime industry at a pivotal point in its transformation to a lower carbon future, find out how financial institutions can play a more strategic role in proactively supporting the industry’s transition.

Global trade: Is it time for optimism?

The pandemic triggered the worst global recession since World War II, and yet the recovery has been quick and sharp. But will it last?

Getting to Green: Decarbonisation in the maritime industry

Decarbonising shipping is an important agenda for both businesses and nations, but who should pay for the investments necessary to limit its environmental impact.

Facilitating Asia’s infrastructure development

Here’s how project and ECA financing can help to fill Asia’s strategic infrastructure funding gap.

Outlooks

Assessing US exceptionalism and the economic recovery in Q2

US economic data strongly confirms that the US economy is firmly on a recovery track. But are other economies also picking up?

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Assessing US exceptionalism and the economic recovery in Q2

US economic data strongly confirms that the US economy is firmly on a recovery track. But are other economies also picking up?

Read more

What the world’s vaccine rollout means for growth in Q2

Overall growth prospects for 2021 are bright, but the unevenness of the global vaccine rollout has complex implications for different economies.

Read more

What the world’s vaccine rollout means for growth in Q2

Overall growth prospects for 2021 are bright, but the unevenness of the global vaccine rollout has complex implications for different economies.

Read more

Securities Services

Why Taiwan’s markets offer global investors a gateway to Asia

Strong macro fundamentals and an active, accessible securities market attracts foreign investors to Taiwan.

Driving Flows into East Africa

Why are East African capital markets getting the attention of institutional investors?

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