Search
If it’s not a skip, it’s probably a peak
“Dovish hikes” across the Atlantic. The peak is there – or nearly there Another strong GDP print in the US despite restrictive monetary conditions fuels t...
July Global Macro Monthly - Ahead after the first half…
Key points Economic growth proved more resilient than expected, particularly in North America. While also true in Europe, recent Eurozone activity has surprised...
July Op-Ed - Of landings, soft and hard
Key points Macro narrative starting to diverge across the Atlantic, with a soft landing is often seen as likely for the US – more so than in Europe where soft...
Understanding and responding to the human cost of the green energy transition
Key points: The transition to a low-carbon world has become a political and public priority, putting pressure on all economic players to turn greener and requir...
How technological transformation is shaping Asia’s future
Key points: Technological transformation is impacting industries across Southeast Asia, creating potential opportunities for investors Data, connectivity and ro...
How genetics innovation has expanded biotech investment opportunities
Key points Genetics has formed the basis for a range of new treatments and drugs from the biotech industry Targeted therapies have changed the outlook for patie...
How investors can get on board with sustainable travel and transport
Key points: International travel is returning to near pre-pandemic levels, highlighting the sustainability challenges for the sector Policymakers are taking dec...
How DNA changed the world of medicine and drives investment opportunities today
Key points: The discovery of DNA and the Human Genome Project have paved the way for innovations in biotech and healthcare Technological improvements have...
Global factor views: Macroeconomic uncertainty leaves Quality in favour
Key points: Despite current market and macroeconomic challenges, markets are ahead year to date We believe a slow-growth, high-inflation backdrop argues in favo...
Brazil: Lula 3.0 – Good news for climate and biodiversity?
What Lula’s victory means for Brazil’s environment The Amazon rainforest occupies half of Brazil, making it a key global player in the fight against climate...
- Load 10 more articles More articles will be added on the page when the button is clicked. The focus will be reassigned to the first new item