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Weekly market update – Will recession risk stay the central banks’ hands?
WEEKLY
MARKET UPDATE 11.08.2022
FRONT OF MIND | Blog – 4 Min

Weekly market update – Will recession risk stay the central banks’ hands?

Global central banks have been tightening policy aggressively to slow decades-high inflation, sparking concerns of an impending economic recession. While…

CHI LO
| 11.08.2022

The Big Question

What’s the risk of a US recession in 2023?

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Skies clear for billion-dollar US climate spending bill
FRONT OF MIND | Blog - 4 Min

Skies clear for billion-dollar US climate spending bill

A game-changing bill has been passed by the US Senate, paving the way for billions of US dollars of spending...

EDWARD LEES
+1 other(s)
| 09.08.2022
The Hong Kong dollar peg: Your questions answered
FRONT OF MIND | Blog - 3 Min

The Hong Kong dollar peg: Your questions answered

The Hong Kong Monetary Authority (HKMA) has intervened after three months of weakness to maintain the HKD/USD peg under the...

CHI LO
| 08.08.2022
Weekly market update – Diverging outlooks
WEEKLY
MARKET UPDATE 04.08.2022
FRONT OF MIND | Blog - 2 Min

Weekly market update – Diverging outlooks

On one hand, the latest corporate earnings reporting season has been typical. Earnings and sales surprises were modestly positive, in...

DANIEL MORRIS
| 04.08.2022
Weekly market update – Worrywarts may yet smile
WEEKLY
MARKET UPDATE 28.07.2022
FRONT OF MIND | Blog - 3 Min

Weekly market update – Worrywarts may yet smile

Investors have oscillated between worries about recession and inflation over the course of the year. This has made it difficult...

DANIEL MORRIS
| 28.07.2022
The risks around China’s grassroots mortgage ‘boycott’
FRONT OF MIND | Blog - 3 Min

The risks around China’s grassroots mortgage ‘boycott’

China is seeing rising numbers of homebuyers stopping their mortgage payments to banks because cash-strapped developers are not delivering the...

CHI LO
| 26.07.2022
Weekly market update – Central banks tighten monetary policy
WEEKLY
MARKET UPDATE 21.07.2022
FRONT OF MIND | Blog - 5 Min

Weekly market update – Central banks tighten monetary policy

Financial conditions are tightening, with the ECB raising its policy rates for the first time since 2011. We expect the...

ANDREW CRAIG
| 21.07.2022
Zero-Covid weighs on China’s growth in Q2
FRONT OF MIND | Blog - 4 Min

Zero-Covid weighs on China’s growth in Q2

A weak second quarter for China’s economy, with GDP growth narrowly avoiding contraction, might mark the low for this cycle...

CHI LO
| 20.07.2022
Weekly investment update – The credibility of the US Fed and a 100bp rate rise
WEEKLY
MARKET UPDATE 14.07.2022
FRONT OF MIND | Blog - 3 Min

Weekly investment update – The credibility of the US Fed and a 100bp rate rise

US recession concerns are mounting, but still high inflation is underscoring the wide consensus among US policymakers for tightening up...

CHI LO
| 14.07.2022
Geopolitical shocks compound long-term systemic risks for sovereign issuers
FRONT OF MIND | Blog - 4 Min

Geopolitical shocks compound long-term systemic risks for sovereign issuers

The war in Ukraine has acted to exacerbate or complicate more fundamental and pervasive climate change and energy risks for...

MALIKA TAKHTAYEVA
| 08.07.2022

Weekly market update

Weekly market update – Will recession risk stay the central banks’ hands?
WEEKLY
MARKET UPDATE 11.08.2022
FRONT OF MIND | Blog - 4 Min

Weekly market update – Will recession risk stay the central banks’ hands?

Global central banks have been tightening policy aggressively to slow decades-high inflation, sparking concerns of an impending economic recession. While...

CHI LO
| 11.08.2022
Weekly market update – Diverging outlooks
WEEKLY
MARKET UPDATE 04.08.2022
FRONT OF MIND | Blog - 2 Min

Weekly market update – Diverging outlooks

On one hand, the latest corporate earnings reporting season has been typical. Earnings and sales surprises were modestly positive, in...

DANIEL MORRIS
| 04.08.2022
Weekly market update – Worrywarts may yet smile
WEEKLY
MARKET UPDATE 28.07.2022
FRONT OF MIND | Blog - 3 Min

Weekly market update – Worrywarts may yet smile

Investors have oscillated between worries about recession and inflation over the course of the year. This has made it difficult...

DANIEL MORRIS
| 28.07.2022

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