Focused Thinking
Central Banks
Most measures of inflation expectations remain at a level consistent with the Fed’s 2% flexible average inflation targeting (FAIT) framework
3 min read | June 2021
Central Banks
Commodities and inflation are rising, how will they respond across the pond?
29 min podcast | June 2021
Economics
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
Sustainability
Various approaches to carbon pricing have been trialled in financial and capital markets, illustrating major changes in Enterprise Value.
5 min read | June 2021
Rates
An overlay technique of consensus-ratings to improve the ESG quality of portfolios
5 min read | June 2021
Economics
Taking stock and looking ahead
4 min read | June 2021
Economics
What are Biden's plans for growth this year?
22 min podcast | April 2021
Economics
As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.
3 min read | March 2021
Economics
Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities
5 min read | January 2021
Economics
A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?
3 min read | January 2021
Economics
What does 2021 hold for the USA?
3 min podcast | January 2021
Economics
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
Central Banks
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