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Perceções e pesquisa

A opinião e o trabalho de investigação de especialistas que influenciam as nossas decisões de investimento.

Insights

Listed real estate in a Trump world
Insights
Listed real estate in a Trump world

Higher US rates might pose a problem, but there are still several reasons to be upbeat about the global listed real estate market.

3 min Ler
Investing in the 'sweet spot' of global credit
Insights
Investing in the 'sweet spot' of global credit

Mark Munro makes the case for investing in the sweet spot cross-over segment of BBB- and BB-rated credits.

3 min Ler
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 Ler
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 Ler
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 Ler
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 Ler
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 Ler
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 Ler
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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 Ouvir
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 Ouvir
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 Ver
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 Ler
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 Ler
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 Ler
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 Ler
The Monthly Macro Outlook Video - February 2025
Global Macro Research
The Monthly Macro Outlook Video - February 2025

Watch this month’s video for our latest views on the trends and policies shaping economies in 2025.

4 min Ver
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