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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Beyond the dragon's reach
Insights
Beyond the dragon's reach

We look at how to better manage China risks, while seeking attractive emerging market equity investments outside the world's second-largest economy.

9 min Read
Reasons to believe: time for fixed income
Insights
Reasons to believe: time for fixed income

As interest rates drop and inflation cools, we assess the most promising segments of the fixed income market.

3 min Read
Why Indian bond index inclusion is a big deal
Insights
Why Indian bond index inclusion is a big deal

Amit Moudgil considers the significance of Indian bonds achieving increasing representation in global bond indices.

3 min Read
Tencent: Let the (online) games begin!
Insights
Tencent: Let the (online) games begin!

Emerging Markets Monthly Insight: Alex Smith examines the rapid growth of online gaming in China and how one company is dominating this industry.

3 min Read
Global real estate market outlook Q4 2024
Insights
Global real estate market outlook Q4 2024

Geopolitical and economic risks are rising, but real estate risks are falling as more opportunities emerge.

18 min Read
North America real estate market outlook Q4 2024
Insights
North America real estate market outlook Q4 2024

What are the the trends in North American real estate? Read more about our outlook.

6 min Read
Asia-Pacific real estate market outlook Q4 2024
Insights
Asia-Pacific real estate market outlook Q4 2024

We have raised our near-term total return forecasts for APAC’s property market.

10 min Read
European real estate market outlook Q4 2024
Insights
European real estate market outlook Q4 2024

We expect European direct real estate performance to improve in the coming quarters.

7 min Read
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Global Macro Research

A budget for growth, or for higher gilt yields?
Global Macro Research
A budget for growth, or for higher gilt yields?

New fiscal rules, elevated taxes, higher government borrowing, and boosts to public expenditure. As financial markets assess these changes, discover our perspective on the UK budget and its potential impact on growth.

0 min Listen
Unpacking the UK budget: first reactions
Global Macro Research
Unpacking the UK budget: first reactions

The budget increases day-to-day spending and investment, funded by higher taxes and changed fiscal rules that will increase borrowing. These measures should boost near-term growth but may only modestly improve potential growth. With the fiscal rules only narrowly met, further tax increases are possible in the future.

1 min Read
How will the presidential election result affect emerging markets?
Global Macro Research
How will the presidential election result affect emerging markets?

A look at how election results will have major implications for the emerging market outlook, affecting both the future economic backdrop and geopolitical landscape.

12 min Read
Has China fired its stimulus bazooka?
Global Macro Research
Has China fired its stimulus bazooka?

Chinese stimulus has significantly increased, boosting equity markets recently. We discuss China’s economic challenges, risks of ‘Japanification', and whether recent measures mark a policy shift.

22 min Listen
Emerging markets outlook: Easing cycle broadens
Global Macro Research
Emerging markets outlook: Easing cycle broadens

An emerging market cutting cycle is underway, helped by a US ‘soft landing’. As growth slows, we expect more monetary easing, but lingering inflationary pressures, still reasonable growth and political uncertainty will likely cap the extent to which policy rates are lowered.

1 min Read
Macro Bytes: Retail investors are upbeat despite the risks - with Carl Hazeley
Global Macro Research
Macro Bytes: Retail investors are upbeat despite the risks - with Carl Hazeley

Paul and Luke discuss some of the findings from Finimize's latest Modern Investor Pulse survey with Carl Hazeley.

25 min Listen
Are the EU fiscal rules made to be broken, or just broken?
Global Macro Research
Are the EU fiscal rules made to be broken, or just broken?

The revamped EU fiscal rules are meant to lower debt and deficit ratios over the long term. But the pressing need for public investment, as well as high and rising interest expenditure costs, will push up on these measures instead. Indeed, the fiscal rules lack credibility and are likely to be watered down again in the future.

1 min Read
How will Mexico's new president handle policy shifts and US uncertainty?
Global Macro Research
How will Mexico's new president handle policy shifts and US uncertainty?

Mexico’s new president Claudia Sheinbaum faces weak growth, a controversial reform agenda inherited from her predecessor and US election uncertainty. The government may slow the pace of constitutional changes, but much of the agenda will ultimately be pursued. Investor concerns regarding the country’s institutions risk stymieing potential gains from “nearshoring”.

1 min Read
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