Research Briefing
The smaller-than-anticipated gain in July and the rise in the unemployment rate will give the perception that the Federal Reserve...
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The UK election has concluded with Labour securing a landslide victory. This result is likely to set the stage for...
The Magnificent Seven are propelling US equity indices to unprecedented concentrations. The question is: Will the megacap dominance persist?
Research Briefing
We move to a modest overweight on risk assets this month as we have become more optimistic on the global...
Research Briefing
Financial conditions have deteriorated across ASEAN-5 economies to varying degrees. As well as monetary tightening, a broad depreciation of currencies...
Research Briefing
Financial conditions in Canada have tightened significantly this year and we estimate this will shave 0.7ppts off GDP growth by...
Research Briefing
The global cycle is now rolling over and even if the recession is likely to be mild, the subsequent recovery...
Research Briefing
As far as markets are concerned, the Fed's expected path of short term rates, peaking at 4.4% early next year,...
Research Briefing
The banking sector has proved resilient during the pandemic, and eurozone banks will continue to play a significant role supporting...
Research Briefing
Back to Resource Hub Research Briefing | Jan 27, 2022 Russia-Ukraine tensions: Asset market scenarios Despite tensions continuing to ratchet...
As winter turns to spring, around the world investors are anxiously watching the present spasm in global equities and bonds...
Equity earnings cycles to power ahead – especially in underperforming Europe and EM markets The world economy is evidently in...
