From hard policies to trade routes, the causes and effects of volatility are connected across the planet. To recognise the opportunities and risks, know how to pick the triggers to watch from the grey swans.
Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead
26 min video | January 2022
Our strategists share their top FX and rates views in 2022
30 min podcast | December 2021
Inflation expected to go higher in the near future, but will it last?
28 min podcast | October 2021
The latest surge in energy prices and what it means for inflation?
26 min podcast | October 2021
China’s curbs on the property sector likely mean sacrificing short-term stability, but could pave the way for Beijing to pursue long-term growth
28 min podcast | August 2021
Key note presentations on 5 things you didn't know about ESG, the challenges facing post pandemic economies, the evolution of the sustainability mega-trend, and how pursuing ESG investments need not trash your portfolio.
2 min read | July 2021
Cassandra is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters.
2 min read | June 2021
We expect strong earnings recovery this year for Asia ex-Japan equities and double-digit earnings growth in 2022.
Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?
6 min read | June 2021
The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.
4 min read | May 2021
With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.
2 min read | April 2021
We see two key longer-term factors supporting RMB appreciation.
30 min podcast | March 2021
Under a potentially strong recovery, life insurers and banks in China are poised to enjoy the tailwinds of rising market interest rates.
2 min read | January 2021
In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.
17 min video | December 2020
