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India: Growth returns, but challenges remain

Policy is supportive but COVID-19 and geopolitics weigh on the country’s outlook

September Global Macro Monthly & Investment Strategy - Biden his time

The US has seen fewer new virus cases since its summer peak, but the virus is rising sharply in some European countries and across emerging markets more broadly

The world’s factory in COVID-19: Can China secure its supply chain kingdom?

The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions una ...

July Investment Strategy - And after the summer?

Europe has been enjoying a rare moment of outperformance recently.

June investment strategy - The virus has not gone away

A genuine gap is emerging between the US and Europe on the pandemic front

May investment strategy - Economies begin to emerge

The speed of the post lockdown recovery will be partly dependent on how the “saving overhang” is spent.

April Investment Strategy - Slowly out of limbo

The first goal of the lockdown was to re-create some capacity in the healthcare system so that a potential relapse in the pandemic would be more manageable.

March Investment Strategy - Preparing the recovery

The extension of the covid-19 pandemic is forcing a growing number of countries into “lockdowns”, which will have a very significant impact on economic activity since the worst-hit sectors (restauran ...

February Investment Strategy - Central bank put, again…

Twice in 10 days the Chinese authorities have changed the way new Covid-19 cases are counted in Hubei, which means that most of the “epidemic projection” exercises, which have been so popular in the ...