in insights
Weekly Bulletin - 12 Nov 2024
The view around Fed cuts, growth and the backdrop for global trade and supply chains has taken a shock in the last few weeks.
- Nov 24
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- Vis Nayar
Asia insights
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
in insights
Multi asset
Is Beijing’s move a game changer?
China unveiled support for the property and stock markets, marking ...
- Sep 24
ESG
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