Sharing insights

Navigating Rates

Fixed Income Forward: October 2024

We see the possibility of further yield curve steepening. In outright duration risk, we prefer to stay more tactical on US Treasuries.

Navigating Rates

Bond market view: smooth landing in sight?

The US Federal Reserve’s policy pivot has ushered in a new investment regime that should help provide a near-term floor for risk sentiment

The China Briefing

Building back beta

Embracing Disruption

Renewables: navigating political waters

While public attention is focused on the very different personalities of presidential candidates Kamala Harris and Donald Trump, it should not be forgotten that these elections represent much more.

Embracing Disruption

The politics of tech: what the US elections mean for Silicon Valley

Amid one of the most tumultuous campaigns in living memory, the outcome of November’s US elections remains highly uncertain. Polls, and prediction and betting markets, currently lean around 60% towards Harris, leaving the outcome of the vote for the Presidency completely open. Similarly, the congressional race is too close to call, with a Republican sweep of both houses being slightly more likely than the Democrats doing the same – but with divided government the most probable outcome, whoever wins the White House.

Navigating Rates

CIO roundtable: what can investors learn from a super-election year?

Going into the year, 2024 was always set to be an intense election period, with polls in more than 60 countries. It turned out to be even more action-packed than anticipated, with snap elections in France and Japan giving investors even more to focus on, in addition to the US election. What are the implications of one of the busiest years in election history? We asked our global CIOs how investors could position themselves in a shifting political terrain.