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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
The production of just seven commodities lies behind much of the world’s forest loss. Ann Meoni takes a closer look at Asia’s role in this environmental damage and explains why investors should take notice.
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.
Sustainable investing in Asia is rapidly evolving. But how can investors know their money is having a genuine positive impact? We take a look.
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.
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.
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’.
Paul and Luke talk to Lizzy Galbraith, Political Economist at abrdn, about the UK government’s political economy strategy.
Paul and Luke discuss the macro implications of recent stresses in the banking sector.
We have the out-of-consensus view that the fed funds rate will return to zero.
The direct spillover effects of banking sector turmoil and the information it provides about the lagged effects of past tightening mean we have reduced our forecast for the terminal policy rate.