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Inspiring financial inclusivity, diversity and resilience in future generations.
We explain why now offers a once-in-a-generation opportunity for investors to buy quality Chinese companies at bargain prices.
Tiago Rodrigues discusses 'nearshoring' and how Mexico will be the biggest beneficiary of this trend thanks to its proximity to the US.
What next for logistics in Seoul? We discuss when the turning point might be.
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to look at all things China. Covering geopolitics and potential comparisons between China today and Japan 30 years ago.
How do we measure country risk for global real estate? Read more about our views.
How are rent caps affecting European real estate? Read our views.
Flexibility, amenity, connectivity, technology and sustainability (FACTS) are key for future-fit offices. Read more about our views.
Paul and Luke speak to Michael Saunders, former external member of the Bank of England’s Monetary Policy Committee
Wage growth, robust service sectors, and stubborn underlying inflation mean that central banks are not done raising interest rates. But markets are overlooking the scale of the rate cuts that will follow. Read on to find out more…
Podcast with Chris Miller author of Chip Wars on the fight for the world’s most critical technology semiconductors.
Bob Gilhooly and Michael Langham assess the effects of population change on economic growth in the coming decades, and map out the implications for investors.
Asia’s future looks bright. We set out 5 fundamental reasons why we believe Emerging Asia is set to deliver economic outperformance up to 2050 and beyond.
In this episode we discuss the drivers of global growth out to 2050 - demographics, migration, urbanisation, the risks of the middle-income trap, and Asia’s growing share of the global economic pie.
Is a recession required to bring inflation to target and restore central bank credibility?
Paul and Luke talk to Lizzy Galbraith, Political Economist at abrdn, about the UK government’s political economy strategy.