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.
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.
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.
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.
Surging energy prices and faltering gas supply could trigger an economic shock for Europe. Learn more about the investment implications of the looming energy crisis.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
History provides only a limited guide to the implications of ESG factors for returns. We look at the conclusions that can be drawn from the past, and how investors can prepare for the future.
