-
Insights
Expert views, diverse perspectives
Tap into deep local expertise with global insights designed to help you grow across borders.
-
Is the risk-on rally sustainable?
Are we in for a sustained bull market? Risk assets have cheered the end …
16 Jun 2023
-
Key signposts for the ‘goldilocks’ economy
With the US economic soft landing and the timing of Fed rate cuts, what …
23 May 2024
-
Connecting capital to where it’s needed most
Trillion-dollar funding gaps are exacerbating global challenges: the inf…
19 Jan 2024
-
10 investment themes for 2024
The start of the year is always an opportunity to step back and re-evalu…
11 Jan 2024
-
Ways to improve cash forecasting in a period of heightened u…
In this second part, we continue exploring tech-enabled solutions for im…
14 Mar 2025
-
AI’s huge appetite for energy
We have a favourable view of the US technology sector, driven by ongoing…
24 Oct 2024
-
Buckle up, as Trump “fixes” America
Investors should have their asset allocation in order, with a tilt towar…
14 Nov 2024
-
Trump’s tariff gambit: Market headwind or just noise?
Unless we see signs of trade policies causing deeper economic damage, a …
06 Mar 2025
-
It’s Trump vs. Biden
Former President Donald Trump has won the Republican party nomination to…
14 Mar 2024
-
Biden dropping out: Is it a game changer?
Biden’s nomination of Kamala Harris as the Democrat presidential candida…
25 Jul 2024
-
India: a widening range of investment opportunities awaits
India provides investors with a more diversified set of opportunities to…
26 Sep 2024
-
Focussing on the “essence” to drive investment r…
The essence of managing our investments means maintaining a broadly dive…
16 Jan 2025
-
Can personas help decode ESG investing barriers?
Our report identifies five retail banking personas Profit alone no longe…
14 Jun 2023
-
Trump 2.0 is already changing global behaviour
For President Trump, all is going as planned. Investors need to adjust p…
24 Apr 2025
-
TACO or NACHO? Bond investment strategies for today
With the Strait of Hormuz still shut, the market’s TACO trade has vanish…
11 Jun 2026
-
Why we like European banks
We believe the outlook for European banks remains positive. Here are fou…
23 Feb 2023
-
A sceptic’s guide to 2025
There are three specific risks we would monitor closely as we progress t…
09 Jan 2025