Focused Thinking
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.
Central Banks
In this episode, we explore the recent moves in US markets, the softer US data and their Fed call.
27 min video | October 2022
Central Banks
In this episode, we explore the impact of UK energy and fiscal policy on markets amidst global growth concerns.
38 min video | September 2022
Central Banks
Our European Economics team discuss what the hawkish turn from the European Central Bank means for the Euro Area and risks around the outlook.
26 min video | September 2022
Emerging Markets
The Russian invasion of Ukraine could provide the 'jolt' that gives renewables the scale needed to deliver the EU’s climate policies
2 min read | May 2022
Economics
Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead
26 min video | January 2022
Central Banks
Our strategists share their top FX and rates views in 2022
30 min podcast | December 2021
Volatility
Inflation expected to go higher in the near future, but will it last?
28 min podcast | October 2021
Central Banks
The latest surge in energy prices and what it means for inflation?
26 min podcast | October 2021
Volatility
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
Volatility
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
Economics
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
Emerging Markets
We expect strong earnings recovery this year for Asia ex-Japan equities and double-digit earnings growth in 2022.
2 min read | 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
Economics
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