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As we enter 2024, we’re seeing a story of divergence across key economies. While the US has been surprisingly resilient, confidence in China’s economy is under pressure from property-sector woes and concerns about the labour market. What are the implications for other markets?
 
Eric Robertsen, Global Head of Research & Chief Strategist, and Razia Khan, Head of Research, Africa and Middle East, share insights into why we see a soft landing, with risks, for the global economy this year.

What financial-market surprises could 2024 have in store? In this podcast, Eric Robertsen considers a list of scenarios that we believe have a non-zero probability of occurring in the year ahead.

Environmental, Social and Governance (ESG) investing is likely to dominate the investor agenda in the coming years. To meet long term climate change targets, sustainable investment requirements are expected to reach over $200 trillion between 2023 and 2050. Find out what are some of the big themes that will drive the investor agenda.

While the worst might be over for the US banking sector, the impact of tight monetary policy and stubborn inflation still poses challenges for the world’s largest economy. What’s in store for the US, and is it staring down a potential recession?
 
Growth hopes have shifted towards emerging markets, where India, ASEAN and the GCC are set to lead the way this year. What does this mean for the global growth story?
 
Eric Robertsen, Global Head of Research and Chief Strategist and Kaushik Rudra, Global Head of Fixed Income Research and Head of Asia Research share insights into the key challenges and opportunities in the second half of the year.

What can we expect from the world’s two largest economies for the next 12 months? Eric Robertsen, Global Head of Research and Chief Strategist compares where the US and China stand both in the current business cycle and more structurally.

Beneath an overall story of declining growth, other independent narratives are emerging. China’s economy roars back to life after COVID-19, but are the benefits of that growth equal across all sectors and markets? Find out in this podcast.