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Global Outlook Q3-2024 Podcast: Clouded by geo-economic uncertainty

Listen to Eric Robertsen, Global Head of Research & Chief Strategist, and Razia Khan, Head of Africa and Middle East as they explore the the possibility of a soft landing for the global economy, and what this means for EM and frontier markets. They also look at the implications of flat growth and interest rate cuts on the US dollar, FX , commodities and more.

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What we cover

Economics

Global thought leadership with insightful analysis and forecasts developed through ongoing discussions with clients, regulators and central banks. We leverage our on-the-ground networks and expertise to deliver key economic data, trends and views.

Macro strategy

Macro-thematic investment and trading strategies applicable to all client segments, across major asset classes including FX, fixed income and commodities.

Thematic

Deep-dive analysis, including the economic and market impact of globally significant themes such as productivity, external vulnerability and trade.

Geopolitics

Analysis of global geopolitical risks and their economic implications; identification of systemic risks such as populism, key elections, climate change and cyber wars.

Flows strategy

Detailed analysis of flows and positioning in EM Rates, Credit and FX to identify relevant trends and anomalies and highlight market flow opportunities.

FX

Award-winning, client-centric FX research and strategy, supported by FX fundamental, flow, quantitative and technical analysis. The team delivers both thematic FX research and high-conviction actionable ideas.

Rates

Local insights, quantitative analysis and actionable strategies across rates, derivatives and government bond markets for both emerging and developed markets.

Credit

In-depth, bottom-up fundamental research combined with thematic and differentiated top-down credit strategy; the team covers sovereign and quasi-sovereign credits across Asia, Africa, Middle East, Latam and Emerging Europe.

Commodities

On-the-ground analysis across our footprint, combined with fundamental and quantitative global insights on commodities markets, including market opportunities for clients.

Digital Assets Research

Best-in-class institutional-grade research on digital assets. This includes research on major liquid coins and tokens, as well as broader thematic drivers of the digital assets ecosystem.

Podcasts

Hear from our analysts as they consider the challenges facing the global economy.

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Global Outlook Q2 2024 Podcast – Decision Time

Listen to Eric Robertsen, Global Head of Research & Chief Strategist, and Sarah Hewin, Head of Research, Europe and the Americas, as they examine how monetary policy decisions by the US Fed and other central banks, evolving geopolitical conditions, and key elections in several countries might play out in markets. They also look at whether a strengthening US dollar is a cause or a symptom of increasing risk aversion, and why commodities like gold and copper are experiencing unusual strength.

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Global Outlook 2024 Podcast – A soft landing, with risks

As we enter 2024, we’re seeing a story of divergence across key economies. While the US has been surprisingly resilient, confidence in China’s economy is under pressure from property-sector woes and concerns about the labour market. What are the implications for other markets?

Eric Robertsen, Global Head of Research & Chief Strategist, and Razia Khan, Head of Research, Africa and Middle East, share insights into why we see a soft landing, with risks, for the global economy this year.

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Financial Market Surprises podcast cover image

2024 Financial Market Surprises Podcast

What financial-market surprises could 2024 have in store? In this podcast, Eric Robertsen considers a list of scenarios that we believe have a non-zero probability of occurring in the year ahead.

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Global H2-23 Outlook Podcast – Balancing on the summit

Growth hopes have shifted towards emerging markets, where India, ASEAN and the GCC are set to lead the way this year. What does this mean for the global growth story? What are the key challenges and opportunities in the second half of the year? Find out in this podcast.

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Midlife crisis meets coming of age: US-China economic divergence explained

What can we expect from the world’s two largest economies for the next 12 months? Eric Robertsen, Global Head of Research and Chief Strategist compares where the US and China stand both in the current business cycle and more structurally.

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