Ahead of the Curve, Q1 2023
Fast reading: In our baseline scenario, global growth will continue to slow in 2023, reflecting a continuation of the themes that dominated 2022. Inflation has moderated but is still running at elevated levels, significantly eroding real disposable incomes. More importantly, the sharp tightening of monetary policy that major central banks (the Federal Reserve notably) implemented […]
Direction of rates hangs over equities rebound
Market snapshot
Sustainable Global Equity Report, Q1 2023
China’s ‘great reopening’
Fiorino: Many banks, multiple outcomes
Anything can happen. Or, according to one interpretation of quantum mechanics, everything that can happen, does happen. The so-called ‘many worlds’ postulate, first floated in the 1950s by then US physics PhD student, Hugh Everett III, resolves a fundamental enigma of the ‘wave function’ – the mathematical expression of how a quantum system, such as […]
Financial inclusion and banking
A billion-person opportunity?
Extinguishing the flame: Has inflation peaked?
market snapshot
European stocks rally as recession fears recede
market snapshot
Shifting the spotlight
The value of biodiversity
Fixed income rebounds on expectations inflation has peaked
market snapshot
ABS issuance: Why so low?
Chart of the month
