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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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The higher yields go, the more they’re likely to fall
While US data has undoubtedly outperformed market expectations, the rece…
05 Oct 2023
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The risk of over-investing in cash
Many clients these days consider the USD-denominated fixed deposit rate …
14 Sep 2023
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Stay CALM, allocate broadly
Our investing framework is more salient in the current market turbulence…
24 Aug 2023
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A closer look at China’s under-the-radar reforms
At a time when all eyes were on the two US regional bank failures and th…
30 Mar 2023
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Does your portfolio suffer from home bias?
Investors’ resounding preference for their home markets remains one of t…
23 Mar 2023
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Understanding DeepSeek’s impact and potential opportunities
China’s low-cost AI chatbot could drive corporate earnings higher in the…
27 Feb 2025
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US equities present a good problem to deal with
So far this year, US equities have rallied, while the US 10-year governm…
01 Feb 2024
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“Persistence of Memory” and the India market
We remain bullish on Indian bonds & equities on the back of structur…
18 Jul 2024
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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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Belt and Road by numbers
China’s BRI, launched by President Xi in 2013, modernizes Silk Road rout…
09 Oct 2018
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Will AI be Skynet or Jarvis?
Large corporations and governments are pouring billions into AI developm…
11 Sep 2025
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The great revival of Europe’s industrials
Europe’s industrials sector is expected to benefit from a fiscal boost i…
26 Jun 2025
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Not the end of the world
In a volatile environment, here’s a two-step approach to staying calm: e…
10 Apr 2025
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What to do after the shakeout?
Recent market dislocations have highlighted the benefits of a diversifie…
08 Aug 2024
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Why we like European banks
We believe the outlook for European banks remains positive. Here are fou…
23 Feb 2023