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Research & Investment Strategy

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Research & Investment Strategy

18 September 2019

Central and Eastern Europe defying gravity?

Central and Eastern Europe (CEE) economies have proved resilient so far. They remain nevertheless sensitive to the slowdown in world trade, given their high degree of openness.

Research & Investment Strategy

17 September 2019

Bank of Japan wary of deeper negative interest rates

The Bank of Japan (BoJ) will hold its monetary policy meeting on 19 September. Amid rising expectations for rate cuts by the US Federal Reserve and European Central Bank, we do not expect the BoJ to ...

Research & Investment Strategy

10 September 2019

China: source of tectonic shifts in global finance

China’s integration into the world will reshape the global financial system much like its economic integration did to the global economy.

Research & Investment Strategy

05 September 2019

UK reaction: UK government loses control of Brexit

Last night saw a series of votes that appeared to sketch out the shape of the next phase of the Brexit process. On Tuesday night, Parliament voted by a majority of 27 to seize control of the Parliame ...

Research & Investment Strategy

05 September 2019

Italy: New cards on an old table

Italian politics are back at centre stage, with Lega party leader Matteo Salvini unexpectedly triggering a government crisis and making way for what in many ways is yet another spurious coalition. Th ...

Research & Investment Strategy

03 September 2019

China – farewell to the large current account surplus

The steady erosion of China’s current account (CA) surplus is an illustration of the ongoing structural shifts in the Chinese economy and its changing relationship with the outside world.

Research & Investment Strategy

13 August 2019

Easing cycle underway

Going forward, we expect Asian central banks to continue to cut rates with a few exceptions – Bank Negara Malaysia and State Bank of Vietnam.

Research & Investment Strategy

25 July 2019

Managing Inconsistencies: what Prime Minister Johnson means for Brexit

Boris Johnson has become the new UK Prime Minister. He made a host of broad commitments, most to be implemented over the medium term and in conjunction with new Chancellor Sajid Javid.

Research & Investment Strategy

24 July 2019

July Investment Strategy - Prevent horizon: US sidesteps recession for now

The US economic slowdown remains modest – the world’s largest economy looks set to avoid a recession in the next 12 months, thanks to the Fed’s monetary easing