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Research & Investment Strategy

Fit for 55: A carbon pricing upheaval

Exploring ‘Fit for 55’ and challenges to the EU’s climate ambitions

Research & Investment Strategy

July global Macro Monthly - Clouds darken Summer re-opening

COVID-19 again haunts markets – the delta strain gains.

Research & Investment Strategy

July OpEd - Negative Delta

The “delta wave” is impairing the speed of the recovery.

Research & Investment Strategy

Unpacking Made in China

China’s status as the world’s factory and top exporter has come under intense pressure from the Sino-US trade war and a global pandemic that has disrupted supply chains

Research & Investment Strategy

June Global Macro Monthly - The European green deal

US developments dominate international markets. The Fed adopted a more hawkish tone at its latest policy meeting.

Research & Investment Strategy

June OpEd - On the dot

Monthly Investment Strategy Oped

Research & Investment Strategy
10 minute read

Tourism: How Asia and other emerging markets could bounce back

The pandemic has given many countries a long path to recovery

Research & Investment Strategy
15 minute read

Central bank digital currencies, reserve currencies and geopolitics

When it comes to central bank digital currencies (CBDCs), the focus of market participants and regulators – especially in the banking industry - is mainly associated with their disruptive natu ...

Research & Investment Strategy

May Global Macro Monthly - The limitation of vaccinations

Economies continue to be governed by the virus.

Content with 1 - Type of insight Research & Investment Strategy .