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Insights
Expert views, diverse perspectives
Tap into deep local expertise with global insights designed to help you grow across borders.
Leadership viewpoints
Insights from our leaders to help you navigate growing complexity and set a path for sustainable growth.
Boosting FDI in emerging economies
Investors can help unlock key financial and societal returns, says Roberto Hoornweg, Co-Head Corporate & Investment Banking.
Escaping the sustainability debt trap
Debt conversions can unlock fiscal space for developing countries while mobilising sustainable finance at scale, writes Group Chairman Dr José Viñals.
How to make the most of Gen AI
Chief Strategy & Talent Officer Tanuj Kapilashrami shares her insights on how a 'skills passport' can help colleagues prepare.
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Three strategies for your China equity exposure
How to invest in China is the question I am asked the most. China is fac…
07 Dec 2023
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A window of opportunity for Emerging Market bonds?
Our view on whether there’s a window for Emerging Market bonds to …
30 Nov 2023
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Counting on the Chinese consumer
Our view on the communication services equity sector Following some exci…
23 Nov 2023
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What next after the V-shaped rebound?
While we remain circumspect on a year-end equity rally, there’s room for…
16 Nov 2023
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A year-end rally in US equities?
I am always interested in what clients are thinking. I especially enjoy …
09 Nov 2023
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Adapting to an environment of higher interest rates
The relentless rise in bond yields has been the main theme in markets ov…
02 Nov 2023
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What keeps us awake at night
If we look at the world today and ask “what could go wrong?”…
26 Oct 2023
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Lessons from the 1970s
Fed Chair Chris Powell often uses the 1970s as a cautionary tale. We loo…
21 Sep 2023
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The risk of over-investing in cash
Many clients these days consider the USD-denominated fixed deposit rate …
14 Sep 2023
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The lure of government bonds
Do the positives outweigh the risks? The US Federal Reserve’s Jackson Ho…
07 Sep 2023
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Priced for perfection?
Group Chief Investment Officer Steve Brice considers the current investm…
30 Aug 2023
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Stay CALM, allocate broadly
Our investing framework is more salient in the current market turbulence…
24 Aug 2023
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Implications of the US credit rating downgrade
Senior Investment Strategist Abhilash Narayan explains why we believe th…
10 Aug 2023
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A new gold standard?
We see a mix of positive and negative factors BRICS countries are consid…
13 Jul 2023
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Is the risk-on rally sustainable?
Are we in for a sustained bull market? Risk assets have cheered the end …
16 Jun 2023