“Under Pressure”: Global growth will remain under pressure at +2.5% in 2025, the slowest since 2008 outside of recession periods. The US forecast has been upgraded by +0.8pp to +1.6% in 2025-26 d...
As the world’s largest net creditor, we think Asia is uniquely positioned to lead the next wave of capital diversification amid a waning belief in US exceptionalism.
The last decade has been an exciting one for private markets. Once the traditional domain of institutional investors, who were often invested in closed-end funds with a very long-term investment ho...
US airstrikes on Iran are a geopolitical shockwave to markets and may prompt a period of short-term turbulence, with energy prices and inflation expectations at the forefront.
In our view, China’s rapid embrace of ADAS is turning once-futuristic features — such as effortless self-parking and intuitive urban navigation — into daily realities.
India’s economic narrative is shifting—again. And this time, with more conviction. Anand Gupta looks at the tailwinds that point towards a reacceleration of India's economy.
A large and diverse asset class comprising countries with improved policymaking and stronger institutions merits a reassessment.
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