- White papers
Everything Everywhere All at Once
Investors often associate space with large corporations and government agencies such as SpaceX, NASA, JAXA or, more recently, Blue Origin and Amazon’s Project Kuiper. These entities evoke images of rockets, moon missions and high-risk ventures. However, the reality is that the space ecosystem plays a significant role in our daily earth-bound lives, a fact that is frequently underappreciated by the general public and even by seasoned investors.
- White papers
The Fifth Stage of Pocketbook Grief
Economic data has been resilient, but everyone seems unhappy—will the consumer cheer up in time to avoid triggering a recession?
- White papers
Technology Runs Through Asia
Across the “Golden Triangle” and beyond, Asian companies are forming a foundation for global technological growth and development.
- White papers
Fixed income perspectives Q3 2024: A resilient U.S. economy
Despite policy rate cuts remaining elusive, several tailwinds are boosting a resilient U.S. economy. And while the Fed continues to navigate a potential soft landing, global central banks are actively transitioning onto a path of easing policy.
- White papers
Global Market Perspectives Q3 2024: Losing some of the shine
Global growth has broadened beyond just the U.S. But the limited nature of the upturns implies U.S. dominance remains.
- White papers
Valuing nature is an economic imperative
Valuing nature and the wealth of natural systems can play a greater role in how we approach investing. We outline why this matters for the economy and our world.
- White papers
AI: Transformative technology 75 years in the making
ChatGPT’s arrival took the world by storm in 2022; it’s better to see it as the latest stage of how technology has been changing our lives for decades.
- White papers
Private equity fosters agritech innovation
The growth of impact investing in private equity strategies is enabling a broader set of investors to benefit from companies delivering transformative agritech solutions and regenerating broken food systems.
- White papers
Will new reforms tackle the ‘Korea discount’?
South Korea’s new ‘Corporate Value-Up Programme’ aims to address the so-called ‘Korea discount’, which sees domestic companies trading at lower price-to-earnings multiples than their global peers.
- White papers
U.S. Federal Reserve – a close call
The Federal Reserve (Fed) will begin its rate cutting cycle this Wednesday. Market expectations are split between a 25 basis point and a 50 basis point rate cut, as the decision is complicated by conflicting signals of solid economic activity but a weakening labor market. Rarely have market expectations been so torn, so close to a FOMC meeting.