Focus Topics

Business with impact

Business with impact

We offer corporations a five step practical guide on how adopt a "business with impact" approach that focuses on both financial and social return generation as core objectives of operations.

German Elections

German elections

A new impulse for Europe, or business as usual? Follow our extensive coverage on the German elections in the weeks leading up to September 24, 2017.

Latest views

Thought of the day

Thought of the day

Underpricing the Fed

After nearly nine years of quantitative easing, and a fivefold expansion of the balance sheet to USD 4.5trn, the Fed is at last expected to unveil its tightening plans. The market is catching up too, with the chances of a December hike priced at 56% going into today’s decision, up from 37% one month ago.


Morning audio comment

Morning audio comment

Really, was that a surprise?

The US Federal Reserve did what was widely expected. The Fed will start scaling back bond holdings in nominal dollar terms from next month. Fed Chair Yellen essentially indicated "quantitative policy tightening ends when you pry it out of my cold, dead hands".



Are bonds telling a different story to stocks

Are bonds telling a different story to stocks?

Equity and bond markets appear to view the world differently. US and global stocks have been hitting all-time highs, suggesting optimism among equity investors.


Featured articles

Africa – cradle of diversity

Assecond-largest and second-most populous continent after Asia, Africa is home to 54 sovereign nations with unrivaled social, cultural, ecological and economic diversity. We shed a spotlight on how and where to invest in Africa.

Africa – cradle of diversity

Global risk radar: The end of central bank easing

With several major central banks set to reduce monetary policy support, we elaborate on the potential market consequences of an end to unprecedented monetary easing.

Global risk radar: The end of central bank easing

Insurtech: Shifting Asia

Insurtech, short for insurance technology, can transform how we buy insurance, how policies are priced, and how claims are made in the next five to ten years. We take an in-depth look at how this could be a game changer for Asia's insurers.

Insurtech: Shifting Asia

Navigating the Futures

We explore how the world might respond to observable trends, such as advance in robotics and the retreat in globalization, and imagine four "Futures" that could determine the shape of portfolios to come.

Navigating the Futures

Millennials – the global guardians of capital

In this report, we discuss why millennials matter, unpick some commonly held beliefs, and show how their habits will play a pivotal role in the way the world spends its private wealth.

Millennials – the global guardians of capital

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