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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Korean wave: build-to-rent opportunities in Seoul
Insights
Korean wave: build-to-rent opportunities in Seoul

What lies ahead for housing in Seoul? We discuss the evolving opportunities for renters and landlords.

5 min Read
Private credit’s growth opportunities take shape
Insights
Private credit’s growth opportunities take shape

Neil Odom-Haslett discusses the future of private credit and what it could mean for investors.

6 min Read
Emerging Market Debt October 2024 Review and Outlook
Insights
Emerging Market Debt October 2024 Review and Outlook

Our summary of developments in emerging market debt in October 2024 and outlook.

6 min Read
Trump wins – what does it mean for sustainability?
Insights
Trump wins – what does it mean for sustainability?

Green stocks wobbled as Donald Trump won the US presidential election. Here’s what a second Trump term could mean for sustainability.

5 min Read
What does a Trump presidency mean for EM equities?
Insights
What does a Trump presidency mean for EM equities?

Devan Kaloo looks at how the US presidential election result might impact emerging market equities.

5 min Read
Emerging market debt: Navigating the post-US election landscape
Insights
Emerging market debt: Navigating the post-US election landscape

A look at how the results of the recent US presidential election impacts frontier debt, emerging market local currencies, and corporate bonds.

3 min Read
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
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Global Macro Research

The Monthly Macro Outlook Video - November 2024
Global Macro Research
The Monthly Macro Outlook Video - November 2024

In our Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.

4 min Watch
What does Trump’s win mean for emerging markets?
Global Macro Research
What does Trump’s win mean for emerging markets?

The return of Donald Trump to the White House opens the door to a wide range of shocks for emerging markets, both positive and negative.

1 min Read
Trump's win could prompt more aggressive ECB easing
Global Macro Research
Trump's win could prompt more aggressive ECB easing

If implemented in full, Trump’s tariff policies would weigh meaningfully on European growth. Even partial or temporary implementation would represent a drag, which would not be fully offset by any associated increase in defence spending. As such, we expect the ECB to ease policy slightly more rapidly.

1 min Read
Markets will have to wait for Chinese stimulus
Global Macro Research
Markets will have to wait for Chinese stimulus

Chinese policymakers announced a RMB 10 trillion debt swap, providing some breathing room for cash-strapped local governments. Additional support for consumers and businesses should eventually arrive, not least because stimulus will be necessary to offset another trade war under President Trump. But the focus on derisking and shoring up balance sheets may continue to disappoint market expectations for big stimulus.

1 min Read
US Election: It’s Trump. What's next?
Global Macro Research
US Election: It’s Trump. What's next?

Markets are focusing on the reflationary aspects of Trump’s agenda. This has meant a stronger dollar, higher yields, US equites up, and oil lower. But these moves may evolve as different aspects of Trump’s economic agenda shift in and out of focus. Higher nominal GDP growth and higher-than-otherwise interest rates are the macro implications we are most confident about for now.

1 min Read
What does Trump mean for the economy?
Global Macro Research
What does Trump mean for the economy?

Join Macro Bytes to dissect the US election results, Trump's policy agenda and its market implications, with expert insights from the team

23 min Listen
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
What are the impacts of Japan's LDP losing its majority?
Global Macro Research
What are the impacts of Japan's LDP losing its majority?

The Liberal Democratic Party-led coalition lost its majority in Sunday’s lower house elections. An expanded governing coalition or supply-and-confidence arrangement should not lead to major policy reversals, although fiscal policy may be looser. While domestic risks remain, the dominant market drivers will be the corporate reform story, US-Japan rate differentials, and the US election.

1 min Read
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