Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
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Research Briefing
The Bank of Japan maintained its policy rate at 0.25% during Friday's meeting. Although we still expect an additional rate...
Research Briefing
Abrupt yen appreciations have been associated with, or preludes to, global financial instability. So far, the recent yen surge has...
This blog post emphasises the critical need for a comprehensive analysis in climate risk management, recognising the value of NGFS...
Global construction activity has continued to stagnate over 2024 as the impact of high construction costs, policy tightening by central...
Research Briefing
We see signs of an industrial recovery in the eurozone which bodes well for eurozone EPS growth and supports our...
We think low quality stocks will be the key beneficiaries of our soft-landing view. In this week’s Beyond the Headlines,...
Research Briefing
We think lower quality stocks such as small caps will be the key beneficiaries of our soft-landing view. These stocks...
Research Briefing
The failure of Silicon Valley Bank and other stresses in the global banking system have triggered a sharp repricing in...
Research Briefing
Our modelling finds few scenarios in which corporate credit offers a compelling return. Stickier inflation or a sharp sell-off in...
