Beyond the pause: What happens after peak rates?
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.
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.
Vincent Juvyns
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.
Europe has made structural improvements and we think investors should sit up and take notice.
Global Market Strategists Meera Pandit and Max McKechnie explain the implications of a potential failure of US debt ceiling negotiations.
Accelerating efforts to achieve a green and secure energy supply are having an impact on the economy and markets.
Amid ongoing market volatility, the Market Insights team answers the key questions raised by the recent stress in the US and European banking sectors.
Learn whether rising interest rates could cause a housing market crash and what it means for consumers.
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.
This paper discusses the outlook for the Chinese economy with an update on latest GDP number and the COVID-19 situation.
Explore how dividend paying stocks can help build portfolio resilience against the prospects of high inflation and recession.
Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.