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Oil price outlook: OPEC+ in a balancing act on a slippery road
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Sheiks vs shale: Are we going to see a winner?
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In the first quarter of 2020, crude oil prices were showing signs of weakness against a backdrop of slowing global growth, the consistent threat of EVs capturing market share and increasing fear of a trade war between the US and China.
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The sector was hit hard by the commodity price crash of 2015-16. US shale oil producers were impacted financially (110 bankruptcies in 2015 and 2016 worth USD75bn), although the impact was subdued on the production side.
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US election: Who wins what?
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Sustainable fast-fashion brands: an illusion?
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The US presidential election, as always, has everyone’s attention. The “not-so-presidential” debates have made it even more interesting for viewers, speculators and investors alike.
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The incident in July, related to online retail giant Boohoo, brought to the fore the issue of “modern slavery” in the apparel sector.
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| Resetting the stimulus: COVID-19 and climate change
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Sodium-ion batteries – a potential replacement for lithium-ion batteries?
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Governments around the world rolled out unprecedented stimulus packages from March to May 2020.
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LIB prices fell 87% from 2010 to 2019, primarily due to the introduction of new chemistries and advanced manufacturing techniques.
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| The Great Indian Lockdown
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Survey of Private Wealth Managers
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In this chartbook, we assess a mix of macro and alternative data to help understand the impact of COVID-19 on the economy through easy-to-read illustrations that cover various phases of the lockdown and the ‘unlock’. It also offers a unique representation of various high-frequency proxy indicators to gauge the economic uncertainty.
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Share your views on key trends impacting private wealth managers across the world and receive a free copy of our survey findings.
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| Macroeconomic implications of the pandemic: Recession and the challenges ahead
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Transformation through fintech: Use the digital disruption to your advantage
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This paper looks at how the pandemic has disrupted global economic activity, how a deep recession of this magnitude followed by a slow and partial recovery could alter the structure of the economy and challenges ahead for long-term economic growth.
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In this whitepaper, we visit the various ways in which technology is being used to enhance the processes and scope of existing research.
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As the asset markets and operations have stabilised from the impact of the global pandemic, banks and asset managers are looking at their investment research functions creatively to drive innovation and growth while controlling costs. I am delighted to share our latest thinking and capabilities to help you reshape your Research operating model and deliver a differentiated and superior investment performance.
