Reports & Commentaries
We bring you news and views on the key issues in the global financial markets that may impact your investments. That is because the better informed you are, the more we can collaborate on decision-making and the greater the likelihood that together we can achieve outstanding results.
Simply click on the right/left arrows, or the respective boxes.
Weekly Market View
The Weekly Market View provides insight into the economic and market trends with weekly highlights and latest forecasts.
Weekly Market View 11 May 2012Weekly Market View 4 May 2012
Weekly Market View 13 April 2012
Global Market Outlook*
The Global Market Outlook provides insight into the economic and market trends according to asset class and includes an Asset Allocation table and latest forecasts.
*Previously known as Monthly Market View
Global Market Outlook May 2012The FutureWealth Report
Just who are the world's future wealthy? This report provides a snapshot of some fascinating findings about today's wealth creators who are set to become tomorrow's wealthy.
View 2012 January ReportView 2011 February Report
View 2010 May Report
View 2009 September Report
Super-Cycle
"The Super-Cycle Report" provides insight into the world economy and highlights macro policies that will play a vital role in shaping market developments from now till 2030.
"Super-Cycle Report: Latin American Investors" looks at the world of opportunity that is being opened to Latin Americas during the current super-cycle.
Super-Cycle Report: Investor SupplementSuper-Cycle Report: Latin American Investors
Super-Cycle
FX Strategy
The FX Strategy discusses key developments and provides the latest forecasts in currency markets on a weekly basis. Key currency pairs are highlighted with an overview on their performance, drivers, technical analysis, and potential risks.
FX Strategy 14 May 2012FX Strategy 7 May 2012
FX Strategy 2 May 2012
FX Strategy 23 April 2012
FX Strategy 16 April 2012
Fixed Income Strategy
The Fixed Income Strategy publication seeks to link our macro fixed income views to our sector and individual issuer top picks. The Fixed Income Strategy will be published monthly and will initially focus on the Asia ex-Japan region.
Fixed Income StrategyGlobal Focus 2012 - Fragile West, resilient East
This publication provides our forward looking insight into the market trends and economic developments in 2012, categorised by asset class and country.
Global Focus 2012 - Fragile West, resilient EastOutlook in 2012
Overview of key macro-economic developments and trends in the international and major domestic financial markets in year 2012.
2012 Outlook ReportTaking seriously China's risks
In this article titled "Taking seriously China's risks", Gerard Lyons, Chief Economist and Global Head of Research, talks about the shift in the balance of economic and financial power from the West to the East and highlights China's risk of a near term set back.
Taking seriously China's risks
Important Note: The documents and content in the video clips are being distributed for general information only and do not constitute an offer, recommendation, solicitation to buy or sell any products or services. Please read our disclaimer for further information.
Market Outlook, May 2012 – Part 1
Market Outlook, May 2012 – Part 2
