in insights
Multi asset
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
Red sweep: Implications for Asia and the Emerging Markets
A Republican sweep is expected to lead to increased tariffs ...
- Nov 24
in insights
Multi asset
Monthly Views October 2024
The upcoming US presidential election poses a risk to the market ...
- Oct 24
ESG insights
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
- |
- Navin Hingorani
in insights
Multi asset
Why sustainable supply chains matter for investors
Making supply chains more sustainable can be a game changer for ...
- May 24