Is King Dollar at risk of being dethroned?
Recent market movements have sparked a flurry of theories about the world’s most widely used currency. Is the USD losing its reserve currency status? Are countries looking to circumvent the USD in their trading relationships?
Global 2023 Outlook Podcast – A year of two halves
Whilst economic growth is expected to slow in the first half of the year, the second half could see a recovery taking hold. Are emerging markets poised for a recovery this year? And if they are how should investors and businesses navigate them?
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.
Executive spotlight: leading towards net zero
A passion for purpose. Listen to the inspiring stories of Henrik Raber and Eila Kreivi as they share their personal journeys into Financial Markets and how they combine industry experience with a deep desire to make a positive impact. What are their challenges, what have they learned and what is their advice for those entering the industry today?
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.
Global 2022 Outlook - Still battling headwinds (Part 2)
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.
Unlocking capital for sustainable infrastructure development in Asia
Scaling up the inescapable opportunity in carbon trading
Innovative financing: a powerful tool to unlock investments as a force for good
H2 Global Research Outlook - Navigating the uneven road to recovery
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.
To learn more, please listen to the podcast below.
Q2 Global Research Economic Outlook – Forecasting economic growth, inflation and the impact on emerging markets
Overall growth prospects for 2021 are bright, but the unevenness of the global vaccine rollout has complex implications for different economies.
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.
To learn more, please listen to the podcast below.