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Monthly Views November 2024
We expect global growth to continue to decelerate as the long and variable lags of higher rates continue to weigh on economic activities. The US ...
- Nov 24
Asia insights
in insights
Multi asset
Monthly Views November 2024
We expect global growth to continue to decelerate as the long and ...
- Nov 24
in insights
Multi asset
CIO Views – November Monthly Bulletin
Volatility will be heightened as we head into 2025, but this can ...
- Nov 24
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- Vis Nayar
in insights
Multi asset
Red sweep: Implications for Asia and the Emerging Markets
A Republican sweep is expected to lead to increased tariffs ...
- Nov 24
ESG insights
in insights
Multi asset
Framework for Investing in Climate Transition in the ...
Capital markets can play a significant role when it comes to ...
- Sep 24
in insights
Fixed income
The art of turning risks into opportunities
With the market positioning for a Fed pivot, investors in money ...
- Sep 24
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- Rong Ren Goh
in insights
Equity
Why an Emerging Markets ex China strategy still holds value
A value-driven EM ex China strategy tends to outperform in the ...
- Jun 24
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- Navin Hingorani
