Market Pulse

Eric Robertsen, Global Head of Research, shares insights on what is moving the markets

Outlook for Fed rate hike and impact on EM assets

All eyes are on the Fed’s next rate hike. But how high must interest rates be to reduce inflation without slowing growth? Global Head of Research, Eric Robertsen shares an outlook on EM inflation and growth, and impact on EM assets.

Outlook for Fed rate hike and impact on EM assets

All eyes are on the Fed’s next rate hike. But how high must interest rates be to reduce inflation without slowing growth? Global Head of Research, Eric Robertsen shares an outlook on EM inflation and growth, and impact on EM assets.

Fed rate hikes, global economic slowdown, and China’s economic outlook

As Fed and other Central Banks around the world slam on the breaks, this could impact growth in the second half of the year. Global Head of Research, Eric Robertsen, shares his views on the potential for global economic deceleration and why China’s economic recovery will be a slow and deliberate one.

Fed rate hikes, global economic slowdown, and China’s economic outlook

As Fed and other Central Banks around the world slam on the breaks, this could impact growth in the second half of the year. Global Head of Research, Eric Robertsen, shares his views on the potential for global economic deceleration and why China’s economic recovery will be a slow and deliberate one.

Fed, US rates, inflation – where are the opportunities

Global Head of Research, Eric Robertsen shares his views on Fed rate hikes, US and global inflation and the opportunities in emerging market assets.

Fed, US rates, inflation – where are the opportunities

Global Head of Research, Eric Robertsen shares his views on Fed rate hikes, US and global inflation and the opportunities in emerging market assets.

Fed tapering, the inflation debate and productivity trends

Eric Robertsen, Global Head of Research and Chief Strategist discusses how emerging signs of improving productivity could mitigate short-term inflationary pressures and the faster-than-expected normalization of growth in China.

Fed tapering, the inflation debate and productivity trends

Eric Robertsen, Global Head of Research and Chief Strategist discusses how emerging signs of improving productivity could mitigate short-term inflationary pressures and the faster-than-expected normalization of growth in China.

Emerging Markets cyclical recovery is under-appreciated

Global Head of Research, Eric Robertsen shares his views on EM growth and why he remains positive about Asia.

Emerging Markets cyclical recovery is under-appreciated

Global Head of Research, Eric Robertsen shares his views on EM growth and why he remains positive about Asia.

Asia’s emerging markets are prepared for a taper

Global Head of Research, Eric Robertsen explains why Asian emerging markets are less vulnerable to a Federal Reserve tapering this time around, even with the overhang of the coronavirus uncertainty.

Asia’s emerging markets are prepared for a taper

Global Head of Research, Eric Robertsen explains why Asian emerging markets are less vulnerable to a Federal Reserve tapering this time around, even with the overhang of the coronavirus uncertainty.

Eric Robertsen on China Outlook

Global Head of Research, Eric Robertsen shares his views with Bloomberg on China’s outlook and why he thinks the operative word for Chinese markets at the moment is ‘Stability’.

Eric Robertsen on China Outlook

Global Head of Research, Eric Robertsen shares his views with Bloomberg on China’s outlook and why he thinks the operative word for Chinese markets at the moment is ‘Stability’.

Market reactions to June's FOMC meeting

June's FOMC meeting caused a volatile market reaction. Will the recent USD rally last? Our Global Head of Research, Eric Robertsen shares insights into how Asian markets tied to global trade look to perform well this year and how commodities play a part in a broader recovery story.

Market reactions to June's FOMC meeting

June's FOMC meeting caused a volatile market reaction. Will the recent USD rally last? Our Global Head of Research, Eric Robertsen shares insights into how Asian markets tied to global trade look to perform well this year and how commodities play a part in a broader recovery story.

Global debt levels, inflation and gold

Eric Robertsen, shares his views on global debt levels, the impact of rising interest rates in the global economy and how gold is likely to get more investor attention this year.

Global debt levels, inflation and gold

Eric Robertsen, shares his views on global debt levels, the impact of rising interest rates in the global economy and how gold is likely to get more investor attention this year.

How is the fed rate outlook impacting emerging markets?

Eric Robertsen shares insights into the outlook for emerging markets recovery as the Fed continues to pursue an easy money policy, and US inflation expectations surge.

How is the fed rate outlook impacting emerging markets?

Eric Robertsen shares insights into the outlook for emerging markets recovery as the Fed continues to pursue an easy money policy, and US inflation expectations surge.

How can economies recover from Covid-19 recession?

Eric Robertsen examines if raising corporate tax or increasing debt issuance are the right strategies for emerging market and advanced economies trying to fund their stimulus plans and pull themselves out of Covid-19 induced recession.

How can economies recover from Covid-19 recession?

Eric Robertsen examines if raising corporate tax or increasing debt issuance are the right strategies for emerging market and advanced economies trying to fund their stimulus plans and pull themselves out of Covid-19 induced recession.

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.

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