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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.

 

 

23/01/17 - Investment Strategy - 2016 lessons for 2017

In this Monthly Investment Strategy, we attempt the humbling exercise of acknowledging what we got wrong and examine what lessons we could draw from 2016 as we move into 2017.

20/01/17 - Thailand: 2017 Outlook

Mixed growth prospects and relatively high external vulnerability warrant investor caution

18/01/17 - Brexit: “Great moment of national change”

May’s plan contained little new information but offered a useful, comprehensive clarification of the government’s collective view

16/01/17 - Consider this - Eight centuries of bond market reversals

With “Consider this” we introduce a new series of curated articles and papers that we believe could be of interest to our readers. These do not represent our views and are intended for...

16/01/17 - Consider this - Eight centuries of bond market reversals

With “Consider this” we introduce a new series of curated articles and papers that we believe could be of interest to our readers. These do not represent our views and are intended for...

12/01/17 - EM in 2017: the shield of capital inflows

Capital inflows to EMs are expected to slow down in 2017, although Manolis Davradakis does not believe they would fall off a cliff as in 2013-2015.

09/01/17 - China: fighting an uphill battle to stabilise RMB

PBoC revising the CFETS index and taking steps to alleviate FX pressure

06/01/17 - Stock-bond correlation - looking for a shift

The negative correlation is likely to weaken, reducing diversification

04/01/17 - 2017 Global outlook

In this Blue Book, we outline our short-term outlook and highlight the trends we expect to emerge over the next decade. In all, we are erring towards optimism as secular stagnation increasingly...

22/12/16 - Brexit the French way – regulation, tax and politics

As part of the E-Book “What To Do With the UK? EU perspectives on Brexit”, published on VOX and edited by Pr. Charles Wyplosz, 24 October 2016
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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."

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