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Latest Insights
Thought leadership and analysis that help you find a signal in the noise
Thailand and ASEAN Economic Resilience Amid US Tariffs
Our latest on-demand video – “Thailand and ASEAN Economic Resilience Amid US Tariffs” – unpacks the implications of rising tariffs on commodities, currency and investment in ASEAN and Thailand with compelling insights from industry leaders.
Fiscal discipline rears its ugly head in mid-May
The third week of May was marked by lackluster sovereign debt auctions, America being stripped of its final AAA debt rating and angst about the new US administration’s “big and beautiful” tax and spending bill.
Crypto: Digital gold or fools gold?
In this Quants Corner, we will isolate the return profiles for major cryptocurrencies and see if they provide a sufficiently strong foundation for deeper quantitative dives in the future.
Thailand and ASEAN Economic Resilience Amid US Tariffs
Our latest on-demand video – “Thailand and ASEAN Economic Resilience Amid US Tariffs” – unpacks the implications of rising tariffs on commodities, currency and investment in ASEAN and Thailand with compelling insights from industry leaders.
Fiscal discipline rears its ugly head in mid-May
The third week of May was marked by lackluster sovereign debt auctions, America being stripped of its final AAA debt rating and angst about the new US administration’s “big and beautiful” tax and spending bill.
Crypto: Digital gold or fools gold?
In this Quants Corner, we will isolate the return profiles for major cryptocurrencies and see if they provide a sufficiently strong foundation for deeper quantitative dives in the future.
For fund flows, back to the future?
Flows to EPFR-tracked funds during the second week of May had a pre-Liberation Day look as US Equity Funds snapped their longest run of outflows since 3Q23 and risk appetite among fixed income investors continues to move through the gears.