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Research Briefing

The bullish structural case for gold

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Navigating the Economic Transition | Beyond the Headlines

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Government bonds will not return as diversifiers soon

Research Briefing

Why the next era of inflation may be benign globally

Research Briefing

Central banks edge towards a tipping point for rates

Research Briefing

FOMC preview – Humility setting in

Research Briefing

Cross Asset: Closing our tactical long on gold, but we’re still bullish

Federal Reserve DC

Research Briefing

Fed forecast – Sorry, your delivery has been delayed

Blog

Downside risks remain amid a more balanced outlook in our Q1 IFRS 9 and CECL scenarios

Research Briefing

On the trail of Banxico’s reaction function

Video

Unloved low quality stocks will have their moment in the sun in 2024

Research Briefing

Quick Take – low quality stocks to benefit from a soft landing

Research Briefing

QE makes a difference – and it’s here to stay

Research Briefing

Rate cuts are a boon for metals markets…eventually

Research Briefing

Names will never hurt me –EM monetary credibility remains intact

Research Briefing

Commodities Key Themes 2024 – Another year of price weakness for metals

Blog

Greater downside risks are explored in our Q4 IFRS9 and CECL scenarios

Research Briefing

Key EM themes 2024 – Light beyond the high rates’ darkness

Research Briefing

Latin America Key Themes 2024 – Slower growth, but it’s not all bad news

Video

Global Key Themes for 2024 | Beyond the Headlines

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