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The ESG Brief - Hydrogen's role in the energy transition, and regulatory talking points
The ESG Brief - Hydrogen's role in the energy transition, and regulatory talking points

 In this edition, we look at the rising opportunities for green hydrogen, the EU's Net-Zero Industry Act, and what's on the minds of investors amid a…

3 years, 6 months ago

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The Macro Viewpoint - Higher rates headache, tracking China's recovery, gold rush
The Macro Viewpoint - Higher rates headache, tracking China's recovery, gold rush

James Pomeroy looks at how concerns over financial stability have affected the global economic outlook, Erin Xin provides an update on China’s recove…

3 years, 6 months ago

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The Macro Viewpoint - What's new in EM, and nine game-changing investment themes
The Macro Viewpoint - What's new in EM, and nine game-changing investment themes

Murat Ulgen assesses the prospects for EM assets against an even more complicated global backdrop and James Pomeroy looks at the potential impact of …

3 years, 6 months ago

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The Macro Viewpoint - Our Q2 economic outlook, decarbonising heat
The Macro Viewpoint - Our Q2 economic outlook, decarbonising heat

Janet Henry looks at the challenges facing central banks as they try to balance the risks of persistent inflation and financial instability. Sean McL…

3 years, 6 months ago

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Under the Banyan Tree - Changing demographics in real time
Under the Banyan Tree - Changing demographics in real time

Herald van der Linde and Fred Neumann discuss the key age, wealth and gender-related shifts that are taking place in Asia right now, as well as how t…

3 years, 6 months ago

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Global Supply Chains – Networks of Tomorrow
Global Supply Chains – Networks of Tomorrow

Explore the findings from our global supply chains survey and learn how corporate leaders are approaching efficient and sustainable supply chains. We…

3 years, 6 months ago

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The Macro Viewpoint - Rates up, dollar down
The Macro Viewpoint - Rates up, dollar down

Ryan Wang and Simon Wells review the latest rate hikes by the Fed and Bank of England following market turbulence. Paul Mackel explains why we think …

3 years, 6 months ago

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Under the Banyan Tree - Banking volatility: Is Asia at risk?
Under the Banyan Tree - Banking volatility: Is Asia at risk?

With uncertainty gripping financial markets after big moves in the US and European banking sectors, Fred Neumann and Herald van der Linde discuss whe…

3 years, 6 months ago

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DigiTalks: Bolting the Stable - The Future of Stablecoins
DigiTalks: Bolting the Stable - The Future of Stablecoins

In our DigiTalks podcast series last year we’ve previously discussed Stablecoins. We are now featuring a part 2, as this has proved to have been very…

3 years, 7 months ago

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The Macro Viewpoint - The Macro Viewpoint -- Assessing a turbulent week
The Macro Viewpoint - The Macro Viewpoint -- Assessing a turbulent week

Max Kettner examines the latest moves following a volatile week for financial markets. Simon Wells and Dominic Bunning look at the ECB’s policy respo…

3 years, 7 months ago

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