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Global H2-22 Outlook – Mixed growth prospects

A rising risk of recession in developed economies poses a threat to emerging markets. However, some are better placed for growth, particularly those benefiting from commodity exports and post-Covid recovery. What are the growth and inflation risks for H2-2022 and 2023, and the market implications?

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Global H2-22 Outlook – Mixed growth prospects

A rising risk of recession in developed economies poses a threat to emerging markets. However, some are better placed for growth, particularly those benefiting from commodity exports and post-Covid recovery. What are the growth and inflation risks for H2-2022 and 2023, and the market implications?

Global Q2-22 outlook: To have and have not

Global crises are dividing frontier and emerging markets into 'haves' that can take advantage of the volatility, and 'have nots' that are only damaged by it

Watch the video

Global Q2-22 outlook: To have and have not

Global crises are dividing frontier and emerging markets into 'haves' that can take advantage of the volatility, and 'have nots' that are only damaged by it

Podcasts

Hear from our analysts as they consider the challenges facing the global economy.

2023 Financial Market Surprises Podcast

As we look at the year ahead, what are the potential surprises – or black swan events – that may be under-priced by the markets? In this podcast, Eric Robertsen shares some possible scenarios that the financial markets may have missed.

Global H2-22 Outlook – Near the tipping point

In the first half of the year, markets focused on upside risks to inflation. This is now shifting to include downside risks to growth and recession forecasts. How do investors and businesses navigate the almost conflicting narratives between inflation and recession? Find out in this podcast.

Global Q2-22 outlook – recovery, disrupted

If 2021's expectations were influenced by a new world attitude due to the pandemic, then 2022 may end up being about a new world order. The conflict between Ukraine and Russia and the longevity of China's zero COVID plans. Volatility, interest rates and prices are all on the up. Find out what this means for the markets in this podcast.

Global 2022 Outlook – Still battling headwinds

(Part 1)

The global economy continues to recover thanks to aggressive policy support and as vaccine coverage improves. But the recovery, like vaccine distribution, remains uneven. What’s in store for investors over the next 12 months?

In part 1 of this 2-part series, Eric Robertsen and Edward Lee share insights on the impact of COVID and how the global economy will evolve in 2022.

Global 2022 Outlook – Still battling headwinds

(Part 2)

What’s in store for the global economy over the next 12 months? In part 2 of this 2-part series, Eric Robertsen, Razia Khan and Edward Lee share insights on the inflation story and growth opportunities in 2022.

2022 Financial Market Surprises Podcast

The business of research spends a lot of time looking at forecasts. But the question that always comes up is, what are the surprises? What are the black swans? In this podcast, Eric Robertsen takes a look at – not forecasts – but possible scenarios that the financial market may have missed.

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Global thought leadership with insightful analysis and forecasts developed through ongoing discussions with clients, regulators and central banks. We leverage our on-the-ground networks and expertise to deliver key economic data, trends and views.

Macro-thematic investment and trading strategies applicable to all client segments, across major asset classes including FX, fixed income and commodities.

Deep-dive analysis, including the economic and market impact of globally significant themes such as productivity, external vulnerability and trade.

Analysis of global geopolitical risks and their economic implications; identification of systemic risks such as populism, key elections, climate change and cyber wars.

Detailed analysis of flows and positioning in EM Rates, Credit and FX to identify relevant trends and anomalies and highlight market flow opportunities.

Award-winning, client-centric FX research and strategy, supported by FX fundamental, flow, quantitative and technical analysis. The team delivers both thematic FX research and high-conviction actionable ideas.

Local insights, quantitative analysis and actionable strategies across rates, derivatives and government bond markets for both emerging and developed markets.

In-depth, bottom-up fundamental research combined with thematic and differentiated top-down credit strategy; the team covers over 300 sovereign, corporate and financial-sector credits across Asia, Africa and the Middle East.

On-the-ground analysis across our footprint, combined with fundamental and quantitative global insights on commodities markets, including market opportunities for clients.