Geopolitics

Impact of the US Tariff Shock

Liberation Day tariffs to have different effects on different parts of the world

5 min read | April 2025

Liberation Day Tariff Policy Triggers Economic Forecast Revisions

President Trump’s reciprocal tariff announcement was more severe than expected. We have revised our inflation forecasts higher, our growth estimates lower, and continue to expect the Fed to remain on hold in the near term

3 min read | April 2025

Central Banks

How Trump’s Tariffs May Impact European Growth

US tariffs are likely to hamper European growth rather than cause an inflationary problem, making it more likely that European central banks further lower rates.

4 min read | February 2025

Economics

Singapore Senior Minister of State Sim Ann on navigating geopolitics

Singapore will develop strategies that align with national interests, said Sim Ann, Senior Minister of State, Ministry of Foreign Affairs and Ministry of National Development of Singapore.

3 min read | June 2024

Economics

The risk management of Asian opportunities: Heng Swee Keat

Singapore’s deputy prime minister believes that economic fundamentals in Asia makes for a great opportunity when balanced with prudent risk management.

4 min read | July 2023

Emerging Markets

Russian Invasion of Ukraine to Turbocharge Renewables Deals

The Russian invasion of Ukraine could provide the 'jolt' that gives renewables the scale needed to deliver the EU’s climate policies

2 min read | May 2022

Economics

Fireside Chats - US Outlook: New Year, new President, new America?

What does 2021 hold for the USA?

3 min podcast | January 2021

Central Banks

2021 Equities Outlook: ...it is more about 2022

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