353 insights found

Fixed income

Why China’s bond defaults should ultimately boost investor confidence

Despite heightened levels of distress in China’s US$15 trillion credit space , investors stand to benefit from a new path for the onshore and offshore markets as they more efficiently price credit ri ...

Responsible investment

COVID-19: Data privacy risks and potential opportunities

The pandemic has presented an opportunity to rethink the dynamics of data privacy risks and opportunities for technology companies

Iggo's insight

Old favourites

Some old favourite themes have been in focus this week as we took a breather from events in Washington.


2021 Asia and China outlook - media briefing highlights (with playback)

Following an unparalleled twelve months, we have entered 2021 with some light at the end of the tunnel. The arrival of vaccines will hopefully mean a swift reopening of economies, and a potential bro ...

Macro insights

RCEP: Integrating Asia beyond trade

The creation of the world’s largest free-trade-zone under the Regional Comprehensive Economic Partnership represents Asia’s defiance against protectionism for a continued pursuit of economic integrat ...

The Evolving Economy

How will digitalization create a more resilient post-pandemic world?

As we approached 2020, it was already clear that the digital revolution was transforming how we live—from how we work, to how we shop, to how we consume entertainment. It has also added a new ...

Responsible investment

Will Covid Stimulus Be the Breakthrough Carbon Capture Has Been Waiting For?

When the U.S. Congress passed its omnibus spending and Covid relief bill last month, plenty of people noted that it had a surprising amount for environmentalists to celebrate. Among the topline clima ...

Iggo's insight

Roaring twenties

I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.

Responsible investment

Factor investing and ESG: long-term strategies for a volatile world

Combining two increasingly popular investment themes, factor investing and ESG, within an equities strategy provides potential for sustained long-term outperformance relative to the market, writes Ra ...