What can we learn from Australia and New Zealand on life without Covid-19.
31 min podcast | February 2021
With the return of fiscal activism, the baton of driving growth has passed from monetary policy to fiscal policy.
27 min podcast | February 2021
Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities
5 min read | January 2021
Will the vaccine rollout result in the comeback story of 2021?
40 min podcast | January 2021
A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?
3 min read | January 2021
What does 2021 hold for the USA?
3 min podcast | January 2021
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.
17 min video | December 2020
We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.
6 min read | December 2020
After a record year of issuance, what's next for ESG?
37 min podcast | December 2020
Growing recognition of the criticality of decarbonising the world’s economies has lead to Carbon Pricing, but how does it work?
3 min read | December 2020
Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy.
Analysis of the rapid growth in 20 EM central bank balance sheets and show how 10 are now larger than that of the US Fed (relative to GDP).
3 min read | November 2020
