Talking heads Looking for direction as Fed pivots
The prospect of a momentous pivot in US monetary policy with gradual withdrawal of the generous provision of liquidity has…
31/01/22
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Insights 1758
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Podcast
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Podcast
Investment Symposium Series Christine Loh on Chinas approach to climate change and biodiversity (listen)
What is China doing to address the impact of climate change and biodiversity loss? How is one of the world’s…
28/01/22
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Article
EM/Asia/China equities 2022 outlook: Building back stability
China’s economy has entered a policy-induced downturn, while across other emerging markets, lingering Covid uncertainties, tighter domestic and global monetary…
28/01/22
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Article
Weekly investment update Markets in a sea of uncertainty
At its first policy meeting of 2022, Chair Jerome Powell of the US Federal Reserve signalled that the central bank…
27/01/22
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Article
Outlook highlights: China seeks stable growth; other EMs face bumps
In our new paper EM, Asia, China 2022 market outlook: Building back stability, Zhikai Chen, head of Asia/Global Emerging Market…
27/01/22
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Article
The Fed is tightening the screws
Our fixed income team expects official US interest rates to rise higher than markets are pricing. We see the benchmark…
26/01/22
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Article
Emerging markets Short-term pain ahead of an upturn
While 2021 was not a good year for emerging asset markets (EM), 2022 may hold positive developments that could turn…
25/01/22
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Article
Environmental thematic investing set for strong growth in 2022
While 2020 was one of the best years for pure environmental thematic investing, with the segment up by more than…
25/01/22
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Article
Fixed income outlook - Fed playing catch-up
How do the Federal Reserve’s forecasts for the US economy compare with its – modest – projections for the fed…
24/01/22
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Article
Fixed income highlights - Policy divergence
In our fixed income outlook, we contrast the Federal Reserve’s forecasts for the US economy against its – modest –…
24/01/22