[Webinar] From early to mid-cycle: Time to scale back our reflation trades
Topic:We discuss the implications of the end of early-cycle dynamics for key asset classes, with a...
Posts about Strategy (2)
[Webinar] LatAm Strategy: Why we should look beyond the political noise
The political climate in Latin America has sharply deteriorated, the Covid crisis acting as a...
[Webinar] Investment Strategy & Corporate balance sheets: short-term gain, long-term pain
Topic: The COVID-19 pandemic has seen the listed sector take on a record amount of debt. Policy...
[Webinar] Eight key long-term themes in the global economy and markets
Topic: We draw punchy lessons for the global economy and asset markets from a three-year research...
[Webinar] Markets rattled by a discount rate shock
Topic: A rapid repricing in government bond markets has rattled investors. Does this spell the end...
[Webinar] EM crisis policies appropriate and sustainable (but with inflation clouds)
Topic: Hats off to EM policymakers, whose deployment of an unprecedented battery of monetary and...
EM sovereign credit: The winning game-changer for high yields
Please note that we will be holding one webinar each for Americas, APAC and EMEA friendly timezones:
Investment strategy: The case for non-US assets
Please note that we will be holding one webinar each for Americas, APAC and EMEA friendly timezones: