INSIGHT OF THE WEEK
Connect every Monday morning and get our weekly digest on what happened last week and what to expect for this week. Click on the image below to listen to the new podcast.
THIS WEEK'S PODCAST: The Fed’s dovish surprise triggers growth concerns
LISTEN TO OUR EARLIER WEEKLY PODCASTS
Brexit deadline is near. Deal or no-deal?
In light of growing uncertainty and slowing growth, we look at the possible scenarios that could unfold in the coming weeks
18.03.2019
In the context of a larger than expected tax cuts in China: Should we stay positive despite strong rebound?
11.03.2019
Feeling Springy?
In today’s podcast, we focus on the green shoots of stimulus impact in China.
04.03.2019
If you want to understand global market movements focus on FINANCIAL CONDITIONS, not backward looking economic data.
25.02.2019
Moving to Short-Term Neutral in Global Equities but what do we think about Asian assets in this context?
In this week's podcast we analyse how Asian equity and bond performance may be affected in the context of slowing US growth.
18.02.2019
US Treasury Yields: How Low Can They Go?
US Treasury Yields: How low can they go? We examine the reasons behind the fall of the 10-year Treasury yield to 2.63% last week, and what can we expect going ahead.
11.02.2019
Are Emerging Markets starting to shine?
Is the increasing interest in EM assets a trend that will continue?
04.02.2019