Global views and trendsView all

16 Jul 2018

Article

Summer reading – some recommendations from our edit...

Blackout: Be on the alert for a rebound in volatility

16 Jul 2018

Article

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The dove in the dots: how the FOMC is paving the way for an inflation overshoot

02 Jul 2018

US financial sector performance: falling down the (yield) curve

02 Jul 2018

Goldi who? The prospects for risk asset outperformance in 2018

22 Jun 2018

Political manoeuvres and the implications for investors

19 Jun 2018

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Regional perspectivesView all

16 Jul 2018

Article

FOMC meeting June 2018

Webinar – AI: What it is and why it matters to emerging markets and China

02 Jul 2018

Webinar

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The “Invisible” Belt and Road Initiative of China

13 Jun 2018

Wonderful China: Understanding Investment Opportunities in Chinese Equities

12 Jun 2018

China’s impact on the commodity markets

08 Jun 2018

China on the rise

04 Jun 2018

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Investment strategyView all

16 Jul 2018

Article

Infrastructure debt: powering ahead

Goldilocks and the Three Bears

12 Jul 2018

Article

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Asset allocation quarterly – July 2018

11 Jul 2018

Mid-year asset trend reversals: changing gears

02 Jul 2018

Asset allocation flash – 25 June 2018

25 Jun 2018

The role of currencies in institutional portfolios

19 Jun 2018

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Research PapersView all

08 Aug 2017

Article

Decomposing funding-ratio risk

The Conundrum of China’s Excess Capacity

14 Sep 2016

Article

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Listed Real Estate – The asset class for the Millennial investor

31 May 2016

Uncloaking Cape: A new Look At An Old Valuation Ratio

31 Mar 2016

Choices to Address Foreign Currency Exposure

22 Mar 2016

The Equities Debate

05 Jan 2016

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