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Insights
Expert views, diverse perspectives
Tap into deep local expertise with global insights designed to help you grow across borders.
Leadership viewpoints
Insights from our leaders to help you navigate growing complexity and set a path for sustainable growth.
Boosting FDI in emerging economies
Investors can help unlock key financial and societal returns, says Roberto Hoornweg, Co-Head Corporate & Investment Banking.
Escaping the sustainability debt trap
Debt conversions can unlock fiscal space for developing countries while mobilising sustainable finance at scale, writes Group Chairman Dr José Viñals.
How to make the most of Gen AI
Chief Strategy & Talent Officer Tanuj Kapilashrami shares her insights on how a 'skills passport' can help colleagues prepare.
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Investment: know your time horizon
Chief Investment Strategist Steve Brice on the two benefits of a long-te…
12 Oct 2023
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Trump’s tariff gambit: Market headwind or just noise?
Unless we see signs of trade policies causing deeper economic damage, a …
06 Mar 2025
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The equity market correction – was that it?
Investors are better-placed by sticking to disciplined long-term investm…
04 Sep 2025
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The tortoise and the hare
Slow and steady or highly dynamic – is one investment style better…
06 Jul 2023
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Investing in Asia amid market volatility
Our view on why diversification holds the key to a positive outlook for …
21 Mar 2023
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Fingers of instability
When the Middle East conflict began in October last year, the convention…
07 Feb 2024
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Trump 2.0 is already changing global behaviour
For President Trump, all is going as planned. Investors need to adjust p…
24 Apr 2025
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A sceptic’s guide to 2025
There are three specific risks we would monitor closely as we progress t…
09 Jan 2025
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Implications of the US credit rating downgrade
Senior Investment Strategist Abhilash Narayan explains why we believe th…
10 Aug 2023
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The bull vs bear debate
Is the bond market, in expecting a Fed policy pivot, overplaying the ris…
13 Apr 2023
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A potential turnaround for Chinese equities in 2024?
China’s equity markets have been volatile this year. The Shanghai Compos…
29 Feb 2024
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Who said bonds are boring?
Our expert states his case for bonds in today’s context. Read on to get …
09 May 2024
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Not letting it go
The AI-PC theme is a rare opportunity akin to the smartphone revolution …
05 Sep 2024
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Reflections from the most hated rally in 2023
By following time-tested investment principles, one can stay on track wi…
03 Aug 2023
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AI’s huge appetite for energy
We have a favourable view of the US technology sector, driven by ongoing…
24 Oct 2024
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Is the world really ‘de-Dollarising’?
The US Dollar has held a pre-eminent place in the world’s economy since …
05 May 2023
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What can investors do to prepare for a recession?
It is natural to feel anxious when markets decline. But, over time, the …
18 May 2023