Implications of Middle East tensions for the global economy and markets
We explore the potential economic and market scenarios stemming from escalating tensions in the Middle East.
Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.
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On the Minds of Investors tackles the big questions we hear in our conversations with clients – it’s our latest thinking on the issues that matter to you.
We explore the potential economic and market scenarios stemming from escalating tensions in the Middle East.
Europe has made structural improvements and we think investors should sit up and take notice.
We look at why we think investors should look to diversify their exposure to the magnificent seven US stocks.
This paper, written by Tilmann Galler and Chaoping Zhu, discusses the recent Chinese economic data releases and the investment implications.
This paper, written by Chaoping Zhu, Marcella Chow and Tilmann Galler, discusses the outlook of China and policy implications.
Understand the drivers of small cap valuations and find out why small cap stocks could still offer attractive opportunities for long-term investors.
A likely pause in the US hiking cycle is now approaching. See how the peak in rates has impacted equity and bond markets in the past.
Read about the complex issues at the heart of measuring the financial impact of ESG investing.
This paper, written by Tai Hui and Tilmann Galler, discusses the outlook for India equities and the investment implications.
Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.