The vaccination roll-out appears to be providing some breathing space for markets and society as a whole in countries that have been able to achieve a fairly high level of coverage.
China: Decarbonizing the economy
Gauging the economic impact of China’s transition to ‘net zero’
Rates & Reflation: Tackling the big questions in Fixed Income
The first quarter of 2021 has certainly been an interesting one for fixed income investors, with government bond yields rising significantly, particularly in the US
Global Imbalances Redux ?
We don’t think Europe can easily emulate the US and engage in a massive fiscal stimulus. More emerging countries are hitting the limits of their policy space.
What impact could robotic surgery have on the future of healthcare?
Technological advancements have seen the application of surgical robots broaden over time to include general surgery and delicate operations
March Global Macro Monthly - The great rate debate
Growth rebounds remain virus and vaccine dependent. The outlook is solid in US and good in the UK
March Op-Ed - Who can resist market contagion?
US long-term yields should continue to rise in the near-term as inflation is likely to rise, a least transitorily.
Putting ESG to work: A case study in the telecoms sector
The global policy and regulatory environment is changing fast, pushing companies towards more sustainable practices and encouraging investors to change too.
Higher inflation on the cards? What this could mean for interest rates - and investors
As the world begins to recover from the coronavirus pandemic, businesses worldwide are gearing up to reopen, paving the way for a potential spending boom fuelled by sustained government and monetary ...