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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Emerging markets: What Trump could mean for equities
Insights
Emerging markets: What Trump could mean for equities

A look at how President-elect Donald Trump’s return to office might impact emerging market equities.

4 min Read
Emerging markets debt: Navigating the post-election landscape
Insights
Emerging markets debt: Navigating the post-election landscape

A look at how the results of the recent US presidential election impacts emerging market debt, local currencies, and corporate bonds, and discover strategic insights for navigating this complex post-election landscape.

3 min Read
Vietnam: A hot spot for growth
Insights
Vietnam: A hot spot for growth

Exploring Vietnam's robust economic recovery and investment opportunities.

3 min Read
The importance of Indian bond index inclusion
Insights
The importance of Indian bond index inclusion

A look at what increasing representation of Indian bonds in global bond indices could mean for income-orientated investors.

4 min Read
Reasons to believe: Time for fixed income
Insights
Reasons to believe: Time for fixed income

Despite recent challenges, a look at how the outlook for fixed income can be promising with lower inflation, rate cuts, and attractive yields – providing a compelling entry point for investors.

3 min Read
A hitchhiker's guide to emerging markets
Insights
A hitchhiker's guide to emerging markets

A look upward to the stars for four compelling reasons to invest in emerging markets.

4 min Read
US credit: The critical role of valuations
Insights
US credit: The critical role of valuations

A look at the importance of valuation metrics in credit investing in the current market environment.

4 min Read
The influence of the US in Asia
Insights
The influence of the US in Asia

A look at the positive effects of US rate cuts on Asian markets while cautioning about risks related to the upcoming presidential elections.

3 min Read
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Global Macro Research

What Trump 2.0 could mean for emerging markets
Global Macro Research
What Trump 2.0 could mean for emerging markets

A look at why 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.

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

A look at why Chinese policymakers' focus on shoring up local government balance sheets may leave markets disappointed in their expectations for significant fiscal stimulus.

5 min Read
Trump wins: What's next?
Global Macro Research
Trump wins: What's next?

A look at the potential outcomes from the 2024 election's red wave, highlighted by the completion of Trump’s political comeback, and its implications for tax cuts and deregulation.

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

On the latest episode, hosts Paul Diggle and Luke Bartholomew are joined by political and economic experts to analyze the results of the 2024 presidential election.

23 min Listen
Are the tailwinds still in place for Japanese equities?
Insights
Are the tailwinds still in place for Japanese equities?

Despite summer volatility and short-term vulnerabilities, such as the yen carry trade and political uncertainties, why we believe the long-term outlook remains strong, allowing for a closer examination of Japan's market dynamics.

9 min Read
Will China’s policy pivot turn the economy around?
Global Macro Research
Will China’s policy pivot turn the economy around?

Despite ongoing uncertainty about fiscal policies, why we believe the weak GDP growth of just 2.8% annualized in Q2 and Q3 raises concerns about meeting the 2024 growth target of "around 5%."

5 min Read
Emerging markets: Easing cycle broadens
Global Macro Research
Emerging markets: Easing cycle broadens

In our latest emerging market outlook, we examine how central banks in Asia have started to cut interest rates, prompting an easing cycle across the asset class. And how persistent inflation in services and ongoing geopolitical tensions could potentially restrict the extent of these cuts.

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

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

22 min Listen
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