The financial troubles of China Evergrande Group, China’s second-largest property developer, have..

Macro Strategies, Sovereign Research, Emerging Markets

China’s recent blitz of education, technology, property and gaming regulations has triggered a..

Macro Strategies, Sovereign Research, Emerging Markets, Geopolitics

We believe global growth in 2021 will remain strong, though a grand global reopening looks..

Macro Strategies, Sovereign Research, Market Outlook, Infographic, COVID-19

We believe global growth in 2021 looks strong, powered in large part by COVID-19 vaccine..

Macro Strategies, Sovereign Research, Market Outlook, Infographic, COVID-19

On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish..

Macro Strategies, Sovereign Research, Election, Geopolitics

We have witnessed central banks implement, reduce and exit quantitative easing (QE) programs to..

Macro Strategies, Sovereign Research, Central Banks