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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Emerging market debt August 2024 review and outlook
Insights
Emerging market debt August 2024 review and outlook

Our summary of developments in emerging market debt in August 2024 and outlook.

2 min Read
Equities: reasons to believe
Insights
Equities: reasons to believe

From small caps to ‘future minerals’ to healthcare trends, find out why we’re positive about global equity markets.

5 min Read
Five reasons why India is a ‘must-have’ in any investment portfolio
Insights
Five reasons why India is a ‘must-have’ in any investment portfolio

India is a must-have in any investment portfolio due to its leading global economic growth, positive policy reforms, strategic geopolitical positioning, commitment to green industries, and rapid digitalisation. Read more to find out.

1 min Read
The REIT place, the REIT time
Insights
The REIT place, the REIT time

With interest rates peaking, real estate investment trusts are set to leverage new growth opportunities in a shifting economic landscape.

3 min Read
Are you en route to active equity income?
Insights
Are you en route to active equity income?

Find out by exploring equities at your own pace.

2 min Watch
Will it be a podium finish for real estate?
Insights
Will it be a podium finish for real estate?

Find out how your clients could stay on track.

3 min Watch
Three ways to unlock opportunity in emerging-market equity income
Insights
Three ways to unlock opportunity in emerging-market equity income

Which emerging-market companies are capable of paying dividends over the long-term?

6 min Read
Navigate choppy waters with the help of bonds
Insights
Navigate choppy waters with the help of bonds

Find out if an allocation to fixed income could help smooth the way.

1 min Watch
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Global Macro Research

How painful will the UK Budget be?
Global Macro Research
How painful will the UK Budget be?

The UK’s new Labour government blames its predecessors for leaving the country’s finances in a mess. How true is that? What can Chancellor Rachel Reeves do to fix problems and boost long-term growth when she unveils her first Budget next month?

25 min Listen
The Monthly Macro Outlook Video - September 2024
Global Macro Research
The Monthly Macro Outlook Video - September 2024

Paul Diggle, Chief Economist, returns from a summer break with his take on recent market volatility, how growth has replaced inflation as investors’ main concern and why the race for the White House just got more intense.

4 min Watch
Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?
Global Macro Research
Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?

Macro Bytes returns after a summer break to discuss why the ‘Sahm rule’ isn’t a rule, why inflation has been more volatile and how what happens in Japan matters to global markets.

33 min Listen
Five questions on US recession risks
Global Macro Research
Five questions on US recession risks

A soft landing is still the most likely destination for the US economy. But, with policy more clearly weighing on growth, we are increasing our recession probability.

8 min Read
China’s long, sluggish summer
Global Macro Research
China’s long, sluggish summer

Chinese data disappointed in July, with the economy expanding at a slow pace. Policymakers continue to take an incremental approach to easing, which is unlikely to spark a meaningful upturn in the economy in the near term.

1 min Read
What's gone wrong with the Eurozone recovery?
Global Macro Research
What's gone wrong with the Eurozone recovery?

The Eurozone recovery seems to be losing speed. Further ECB easing and still strong wage growth should help prevent a recession, even if a slowdown looks hard to stop. ECB officials are still primarily focused on the final mile of inflation, but headwinds to the growth outlook mean risks around our monetary policy forecasts are to the downside.

1 min Read
Fiscal slippage and Lula’s frustration: Why Brazil’s central bank has paused cuts and what to expect
Global Macro Research
Fiscal slippage and Lula’s frustration: Why Brazil’s central bank has paused cuts and what to expect

The Brazilian central bank will keep policy on hold for the rest of the year as a combination of sticky inflation, fiscal concerns and economic resilience reduces the scope for rate cuts in the near term. However, we expect it to resume easing in 2025, as fiscal consolidation takes place and inflation concerns fade.

1 min Read
What does Bank of Japan tapering mean for markets?
Global Macro Research
What does Bank of Japan tapering mean for markets?

The rapid depreciation of the Japanese yen has moderated, but policymakers still face difficult choices. The BoJ will publish its plan for tapering bond purchases at the end of July. Tapering may lead to higher bond yields and some support for the currency. But we think large international spillovers will be minimised by tightening cautiously.

1 min Read
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