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Macro-economic trends and financial markets are the raw material of our business. Our Research & Investment Strategy (R&IS) team carries out extensive research to generate forward-thinking analyses for our clients. It also enables us improve the performance of portfolio managers and develop insight-driven solutions.

 

 

04/04/17 - Rising economy and policy uncertainty

03/04/17 - Euro sovereign spreads under pressure

ECB studies argue that the asset purchase programme’s (APP) impact on markets started ahead of its actual implementation and was based on expectations in late 2014. For the same reason, a key...

28/03/17 - India - winning a risky fight on “demonetisation”

After the transient dip induced by the demonetisation, the Indian economy appears to have regained momentum. Aidan Yao assesses the macro impact of this risky move and discusses how the economy,...

27/03/17 - NAFTA negotiations: a long ride lies ahead

Negotiations to start in 2017H2 and last almost two years

22/03/17 - Capitulating on politics?

In this Monthly Investment Strategy, we dig further on the US economic policy landscape, first because the political risks brought about by the French elections has not changed dramatically, and in...

21/03/17 - South Korea – looking beyond Park’s dismissal

Presidential impeachment ends the political saga, but challenges remain

17/03/17 - Scotland Referendum II

Deferred poll limits market impact

16/03/17 - “Trumponomics” is not Mexico’s biggest risk

We examine both the impact of stricter US trade and immigration policies on Mexico and whether these policies could trigger a balance of payment crisis.

13/03/17 - Consider this - How much should we read into shifts in long-dated yields?

This note summarises a speech made by Hyun Song Shin, Economic Adviser and Head of Research at the Bank for International Settlements, on 3 March 2017.

10/03/17 - US Federal Reserve outlook: March & Three

The risks around March’s meeting and the likely market implications
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Eric Chaney

"One of the key roles of our research capability is to turn facts & figures into robust, high-quality analyses, which our investment professionals can rely upon, day in and day out."

US Elctions - How will it affect the markets?

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