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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Japan's Green Transformation Policy: are investors overlooking an opportunity?
Insights
Japan's Green Transformation Policy: are investors overlooking an opportunity?

Find out what this $140 billion programme means for investors

5 min Read
China's Two Sessions: Economic strategies and investor insights
Insights
China's Two Sessions: Economic strategies and investor insights

Discover the key takeaways from China's 'Two Sessions' and see how equities and bond investors are reacting. What could this mean for China's economy in 2025?

2 min Read
Reframing sustainable investing for high-yield bonds
Insights
Reframing sustainable investing for high-yield bonds

The scope for sustainability advancements in companies that issue high-yield bonds is high, and bond investors can play a key role in this.

4 min Read
Fixed income: Germany unleashed
Insights
Fixed income: Germany unleashed

Germany has pledged to spend big on defence, infrastructure and more. We look at what this means for Europe and bond markets.

5 min Read
February 2025 EMD Review and Outlook: resilience amid turbulence
Insights
February 2025 EMD Review and Outlook: resilience amid turbulence

Our summary of developments in emerging market debt in February 2025 and outlook.

4 min Read
Five issues for sustainability investors in 2025
Insights
Five issues for sustainability investors in 2025

How will political and economic turbulence affect sustainable investing?

5 min Read
Enhanced indexing: combining alpha with diversification
Insights
Enhanced indexing: combining alpha with diversification

What are the benefits of an enhanced index strategy? Find out here.

5 min Read
Deepseeking – China’s LLM leap
Insights
Deepseeking – China’s LLM leap

In the latest episode of the Emerging Market Equities podcast, Nick sits down with Pruksa to take a deep dive into the current world of AI.

31 min Listen
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Global Macro Research

Is the US economy heading for a 'Trumpcession'?
Global Macro Research
Is the US economy heading for a 'Trumpcession'?

Listen to the latest episode of Macro Bytes where we discuss whether the US economic is heading for a recession under President Trump amid elevated uncertainty, federal job cuts, and higher tariffs.

32 min Listen
Can Friedrich Merz solve Germany's problems?
Global Macro Research
Can Friedrich Merz solve Germany's problems?

Join us for our latest episode as we explore the results of Germany's national elections and their implications for the country's future, including coalition talks and economic challenges.

26 min Listen
China Tech: DeepSeek and beyond
Global Macro Research
China Tech: DeepSeek and beyond

Discover how DeepSeek lifts the lid on China's technological advancements. You may be surprised by the country’s quiet progress in recent years. Read on to find out more.

5 min Watch
German election: CDU/CSU-SPD coalition likely, but there are hurdles to debt brake reform
Global Macro Research
German election: CDU/CSU-SPD coalition likely, but there are hurdles to debt brake reform

Friedrich Merz is very likely to head a new government that is more stable than the outgoing one and focused on a more growth-friendly policy agenda. However, the composition of the Bundestag makes reform of the debt brake to increase defence spending difficult, and the German economy will continue to face economic headwinds.

1 min Read
Can Germany's next government restore its competitiveness
Global Macro Research
Can Germany's next government restore its competitiveness

Sunday’s elections will very likely result in a change of government, with CDU leader Friedrich Merz the probable incoming chancellor.

1 min Read
China strikes back
Global Macro Research
China strikes back

China’s retaliation to US tariffs was restrained but sets out a ‘playbook’ for how it could hit back more forcefully. We think China will find it difficult to offer concessions to remove the latest 10% increase, and in fact tariffs are likely to rise further. Additional easing will help to mitigate much, but not all, the damage to the economy.

1 min Read
Brazil's fiscal and monetary policies remain at odds
Global Macro Research
Brazil's fiscal and monetary policies remain at odds

Price pressures and market scepticism regarding fiscal policy will keep the Banco Central do Brasil on a tightening path over H1. The budgetary outlook will be a key determinant of the timing and extent of rate cuts thereafter. But an eventual decline in inflation and rate expectations should provide relief for assets.

1 min Read
Five years on, is Brexit finally paying off?
Global Macro Research
Five years on, is Brexit finally paying off?

Listen to our insights on the UK’s economic and political landscape some five years after Brexit. How has its departure from the EU shaped economic, trade and migration patterns?

23 min Listen
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Risk warning

The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.