Focused Thinking
Technology
The eSports ecosystem and related industries are expected to grow even after the current pandemic we are experiencing passes.
5 min read | August 2020
Central Banks
The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.
3 min read | July 2020
Economics
In our latest Fireside Chat episode we discuss the impact of the 2020 US Presidential election will have on our market outlook.
28 min podcast | June 2020
Economics
With Covid-19 being a common factor affecting the economy across industries, we also take a look at its impact on capital markets and what that means for sustainable finance.
4 min read | June 2020
Economics
During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the global economy is going to look like in light of Covid-19 and other global events such as the United States election.
3 min read | June 2020
Economics
We develop a visual tool to assess the risk of a Covid-19 second wave as economies reopen, applying it to 10 US states and 45 major economies.
2 min read | June 2020
Economics
Different ways to think about the contraction and the long road to recovery
4 min read | May 2020
Volatility
Craig Chan our Global Head of FX Strategy discusses what his thoughts are for the upcoming US Treasury FX report
9 min podcast | May 2020
Economics
Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)
3 min read | April 2020
Central Banks
Jordan Rochester and our Chief US Economist Lewis Alexander discuss how the FED intends on combating Covid-19
20 min podcast | April 2020
Economics
Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.
2 min read | April 2020
Central Banks
Extending a long expansion
3 min read | February 2020
Economics
The top market moving events that should be on your radar. Including the US Presidential election, trade talks, rate cuts & QE, Brexit and budgets, and green shoots in market survey data.
5 min video | January 2020
Central Banks
Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.
17 min video | January 2020