In our 2015 outlook, further divergence in emerging market growth is a major theme. We believe that the existing divergence […]
January 2015 has seen the eurozone bond market rally to historical lows across all maturities. Abundant global liquidity, mainly from […]
2014 was a year of recovery for Indian equities. Boosted by improving fundamentals, decisive general election results and reaccelerating growth, […]
Water lost to leakage in water systems It is difficult to imagine that access to water can become a major […]
Index provider MSCI will start including foreign-listed companies in both the MSCI Global indices and MSCI Country indices from November […]
Demand is increasing for investment solutions with a clear view of the outcome at retirement. Here we propose solutions designed to meet three types of desired outcome at retirement: accruing capital for a project, buying an annuity and ensuring a decent income stream.
Falling oil prices are doing a power of good in helping narrow Ankara’s current account deficit, a notorious economic weak […]
On 15 January, the Reserve Bank of India (RBI), led by Raguram Rajan, reduced its key policy rate by 25bp, marking the first rate cut in almost two years.
China’s 2014 GDP growth of 7.4% only just missed the official target (of 7.5%). While CPI inflation in China in […]
Greater transparency and more shareholder involvement are at the core of the European Commission’s proposed amendments to the Shareholder Rights Directive
Inevitable measures to limit climate change will increasingly spell ‘carbon risk’ for investors; billions of dollars have already been wasted
Sector-neutral, low-risk equity strategies can efficiently generate alpha while reducing exposure to defensive sectors and thus the interest rate exposure
The recent reform of fuel subsidies by the new government in Indonesia and a policy rate hike by Bank Indonesia should help boost GDP growth.
The global mean temperature is 0.8°C higher today than in pre-industrial times. The impacts on weather, water and sea level will continue to increase in severity as the global temperature rises.
On 21 November 2014,The PBoC took markets by surprise by announcing a cut in the 1-year benchmark lending rate and the 1-year benchmark deposit rate, while raising the deposit rate ceiling
The recent US and China climate change accord spells opportunity and risk, but should give more oomph to the UN talks towards a global climate deal in Paris.
The World Bank this week published a report on impact of climate change which suggests dramatic consequences if more is not done to slow global warming.
The start of Shanghai-Hong Kong Stock Connect, known as the through-train to equity investing in China, holds numerous opportunities for early adapters