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QUICK LINKS
Gabriel Sacks joins Nick Robinson to discuss the trend of nearshoring and how the changing structure of global supply chains is impacting the companies and economies of emerging markets.
We sift the data – and look to the past – to try and answer the question.
Andrew Stanners considers some of the key structural trends in emerging market debt and why the asset class now has a place in most investor portfolios.
Claiming agency and finding solutions in the face of rising emissions. Listen here.
We look at the 4 things in 2022 that have shaped the latest climate scenario analysis updates and unpick what this may mean in the global push for Net Zero and for the investment world
Sustainable investing in Asia is rapidly evolving. But how can investors know their money is having a genuine positive impact? We take a look.
What do the banking challenges mean for real estate? Read more about the risks and opportunities.
Five of the world’s 10 largest carbon-emitting countries are located within APAC. That’s why it’s so important for companies there to have ambitious net-zero targets and to stick to them. We take a look at what’s really happening.
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.
The US is facing another debt ceiling stand-off, with very high stakes for the economy and markets. We discuss the current impasse and how it could be resolved.
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.
We expect Congress to reach a late agreement on the debt ceiling. But a failure to do so would trigger severe market disruptions.
Is a recession required to bring inflation to target and restore central bank credibility?
In the third instalment of our Innovation Superstars series, we create a ranking of US companies that identifies the most innovative, as well as up-and-coming ‘superstars’.
Despite the Bank stressing the upside risks to its inflation forecasts, we continue to think that Bank Rate has now peaked for this cycle and policy will start to ease later this year. However, the hurdle to future rate increases is not high if inflation proves more persistent.