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Alternatives

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Hedge Funds Market Update | Q4 2021

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Private Assets, the ultimate form of active management: Myth or Reality?

Hedge Fund Flash Report | September 2021

Hedge Fund Flash Report | August 2021

The private road to tech

Alistair Elliott on the growing power of private capital

Commodities & Metals

Surge in energy prices delays expected peak in inflation

Currencies

The search for income in FX markets

Moderate Swiss franc depreciation is on the cards

Limited upside potential for the USD against the euro

César Pérez Ruiz in Hong Kong Economic Times

Equities

Better ways to feed the world

China: a time for active management

Our 2022 scenario for EM equities

Japan: a diversifier for equity portfolios

A lot of good news is already priced into Brazilian equities

Where next for equities after a sparkling first half?

Fixed income

Bond investors need to understand the volatility cycle

More pressure on the renminbi, less on bonds

Close to a peak?

Looking for ‘safe’ carry

Our 2022 scenario for corporate bonds

Our 2022 scenario for the UK economy and gilts

Tailwinds for euro periphery bonds

The European Bond Market - New Hegemon?

Macroeconomics

Revising down our forecast for Chinese growth

US - A hike around mount recession

Euro periphery bond update

Fed looks vaguely into the future

House View, May 2022

How the Russia-Ukraine crisis changes the outlook for emerging market investors

Euro area faces risk of stagflation

Our 2022 macroeconomic scenario for the US

Navigating Asia

From tradition to modernity―Eight ways that Asian philanthropy is evolving

‘A force to be reckoned with’: What the next decade has in store for Asian economies

Peggy Choi on building a business that ‘powers the new knowledge economy’

How a simple campaign grew into a plant-based powerhouse

The rise of Asia’s next generation

Asia’s family offices multiply

Third generation family fortunes

Environmental activist and climate-change leader Renard Siew on finding his purpose – and future-proofing the planet

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