Market Updates

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 Research, Africa and Middle East as they explore 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.

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.

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.

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.

The Sustainable Investor – Top ESG investing themes to watch amid volatile markets

Environmental, Social and Governance (ESG) investing is likely to dominate the investor agenda in the coming years. To meet long term climate change targets, sustainable investment requirements are expected to reach over $200 trillion between 2023 and 2050. Find out what are some of the big themes that will drive the investor agenda.

Global H2-23 Outlook Podcast – Balancing on the summit

While the worst might be over for the US banking sector, the impact of tight monetary policy and stubborn inflation still poses challenges for the world’s largest economy. What’s in store for the US, and is it staring down a potential recession?
 
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?
 
Eric Robertsen, Global Head of Research and Chief Strategist and Kaushik Rudra, Global Head of Fixed Income Research and Head of Asia Research share insights into the key challenges and opportunities in the second half of the year.

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.

Global Q2-23 Outlook Podcast – What lies beneath

Beneath an overall story of declining growth, other independent narratives are emerging. China’s economy roars back to life after COVID-19, but are the benefits of that growth equal across all sectors and markets? Find out in this podcast.

Is King Dollar at risk of being dethroned?

Recent market movements have sparked a flurry of theories about the world’s most widely used currency. Is the USD losing its reserve currency status? Are countries looking to circumvent the USD in their trading relationships? Find out in this podcast.

Global 2023 Outlook Podcast – A year of two halves

Whilst economic growth is expected to slow in the first half of the year, the second half could see a recovery taking hold. Are emerging markets poised for a recovery this year? And if they are how should investors and businesses navigate them? Find out in this podcast.