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.
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.
Thought of the day
Is S&P’s China downgrade a cause for concern?
S&P Global Ratings downgraded China’s long-term sovereign credit rating to A+ from AA– on 21 September, stating that “a prolonged period of strong credit growth has increased China’s economic and financial risks.”
Morning audio comment
Florence and the machine
UK Prime Minister May is to deliver a speech in Florence in the ongoing EU-UK/UK-EU divorce proceedings. The speech could be an impassioned appeal to the unity of nations. More likely, it will be a recitation of a list of proposals around EU citizens' rights and money. Markets are not likely to react too much to something that is just a mechanical detail in a negotiation process.
Mapping the cycle
The duration of the current bull market in global stocks makes clients around the world ask “Are we overdue for a bear market?” But bull markets don’t just die of old age.
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.
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.
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.
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.
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.
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