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Research & Investment Strategy

German elections: The post-Merkel era

Germany will vote on 26 September to elect representatives to the Bundestag – the federal parliament

Research & Investment Strategy

September 2021 Monthly Investment Strategy Oped - Unfortunate Combination

The world economy is dealing with a nasty delta variant wave in the US, an inflation spike hurting purchasing power, supply-side disruptions impairing factory output and a Chinese slowdown

Research & Investment Strategy

September Global Macro Monthly - Supply constraints add to inflation angst

The EU’s “Fit for 55” programme is a suite of measures to deliver a 55% reduction in GHG emissions by 2030. It includes the Emissions Trading Scheme (ETS) and Carbon Border Adjustment Mechanism (CBAM ...

Research & Investment Strategy

Asia: “Made in Vietnam”

Rising globalisation has greatly benefitted emerging Asia as supply chain migration from developed countries fuelled the region’s tremendous export growth over the past decade

Research & Investment Strategy

Decoding China’s regulatory paradigm shift

A powerful regulatory storm sweeping through many parts of the Chinese economy has left investors baffled at Beijing’s intentions behind the far-reaching actions

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