COP30: Key outcomes and investment takeaways
The latest COP30 climate summit, marking the 10-year anniversary of the Paris Agreement, had been heralded as the long-awaited ‘COP…
18/12/25
Search results
Insights 1758
-
Article
-
Article
Renminbi internationalisation: Towards a multi-currency global system
China’s renminbi has recently increased its global footprint, notably in the capital and commodity markets — the linchpins of the…
18/12/25
-
Article
While the Fed cuts and the ECB holds, their next moves are less clear
While the US Federal Reserve lowered its key policy rate, the European Central Bank remains on hold. The jury is…
17/12/25
-
Podcast
US high-yield bonds benefit from improved quality and demand
The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much…
16/12/25
-
Article
Identifying potential equity winners in Chinas Year of the Horse
China enters 2026 – the Year of the Horse – on a firm footing after a notable rebound in 2025.…
15/12/25
-
Article
The interest rate path
The US Federal Reserve cut the benchmark fed funds rate by 25bp, as expected, at its recent policy meeting. But…
12/12/25
-
Graph
Rising AI capital spending will pay off in due course
Stock market worries over an AI-related bubble have waned recently, leaving the tech-heavy US NASDAQ 100 index less than 2%…
12/12/25
-
Podcast
Sustainability now the core driver of GDP growth in Asia
Geologically and meteorologically, Asia is vulnerable when it comes to the fallout from climate change. Economically, its reliance on agriculture,…
11/12/25
-
Article
Multi-asset portfolios - Striking the balance between active and passive funds
Our latest paper “Multi-Asset Portfolios with Active and Passive Funds: A Robust Portfolio Optimization Framework” introduces a practical and scalable…
10/12/25
-
Article
Choosing between physical and synthetic ETFs
Exchange-traded funds aim to provide investors with a simple, cost-effective way to invest in assets such as stocks, bonds, or…
08/12/25