CAPITAL IDEAS^TM

Politics

Politics

Economic outlook: Global growth dependent on a resilient US

Politics

US elections: The European impact -Trump’s mercantilism could spell instability

Fixed Income

Quick take: Impact of US election results on emerging markets

Kirstie Spence

Election

Trump’s victory signals major policy shifts ahead

Fixed Income

Impact of US elections on emerging market currencies

Jens Sondergaard

Election

US election watch: A November to remember

Election

Following key elections, where is Europe headed?

Election

Quick take on French and UK parliamentary elections

Emerging Markets

Emerging markets equities: What does the future hold?

Election

Quick take: European parliamentary elections

Talha Khan

Election

Quick take: Mexico’s presidential elections

Thomas Kontchou

Election

Quick take: India’s general elections

Anirudha Dutta

Election

US election check in: what to watch in the coming months

Election

Three mistakes investors make during election years

China

Is China’s economy following in the footsteps of Japan?

Anne Vandenabeele

Equity

Electric vehicles in the fast lane: Who wins this race?

Bonds

Debt ceiling showdown: Should investors worry?

Central Banks

The economy in 2023: Where we differ from market consensus

Market Volatility

Quick take: Britannia unhinged

Robert Lind

Fixed Income

U.S. midterm elections: Will the House flip?

Matt Miller

Important information

This website is for Institutions & Consultants only. By clicking, you acknowledge that you have fully understood and accepted the Legal and Regulatory Information.

Select your location

Who are you ?

Who are you ?

INSIGHTS

CAPITAL IDEAS

CAPITAL LEARNING

INVESTMENT THEMES

EVENTS

ABOUT US

OUR COMPANY

MORE ABOUT US

STRATEGIES BY REGION

Australia and New Zealand

Switzerland

Politics

INSIGHTS

CAPITAL IDEAS

CAPITAL LEARNING​

INVESTMENT THEMES​

EVENTS

ABOUT US

OUR COMPANY

MORE ABOUT US

STRATEGIES BY REGION

Australia and New Zealand

Switzerland

Politics

CAPITAL LEARNING

INVESTMENT THEMES