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Inzichten en onderzoek

Neem weloverwogen beleggingsbeslissingen op basis van onze deskundige adviezen en onderzoeken.

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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 Lees
Are you on route to active equity income
Insights
Are you on 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
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
Central bank Olympics redux – faster, (lower), stronger
Insights
Central bank Olympics redux – faster, (lower), stronger

The Games might be over, but the central bank rate-cutting race has just begun. We look at what to expect for the rest of 2024.

4 min Lees
Thematic Investing: uncovering rich seams with mega themes
Insights
Thematic Investing: uncovering rich seams with mega themes

Major themes such as globalisation, geopolitics and technology are busy shaping economies and markets. Find out how they could increasingly change the way we invest.

5 min Lees
EM corporate bonds and the SDGs: delivering profit with purpose
Insights
EM corporate bonds and the SDGs: delivering profit with purpose

Can companies deliver solutions to the world’s big problems while returning a profit? Here’s three firms we think can.

4 min Lees
Beyond expectations: US credit in an evolving world
Insights
Beyond expectations: US credit in an evolving world

A look at how the recent trend of earnings falling short of certain expectations has introduced a new element of complexity for income investors.

2 min Lees
Inzichten

Global Macro Research

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 Lees
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 Lees
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 Lees
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 Lees
How do macro themes drive equity markets?
Global Macro Research
How do macro themes drive equity markets?

The latest episode of our Macro Bytes podcast on thematic investing

28 min Listen
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 Lees
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