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Patrick Graham
Article 6 min read

In for the long haul on engagement

From sustainable air fuel to workers’ rights and deforestation, our engagements with companies show the conversation on climate and sustainability deepening.

Patrick Graham | 28 June 2022

Salman Ahmed
Blog 2 min read

Chart Room: Ukraine war cuts rate hike expectations

Rate expectations have dipped downwards in Europe and the US, but we expect the Federal Reserve to stick to its hawkish narrative for now.

Salman Ahmed + 2 others | 3 March 2022

Martin Dropkin
Blog 4 min read

Credit risk at China’s SOEs in focus amid Huarong saga

China’s bond and equity markets have been rattled by concerns that state-owned enterprises could face greater default risk.

Martin Dropkin + 4 others | 4 June 2021

Amit Goel
Blog 2 min read

Chart Room: The rapid rise of digital payments in India

The technological transformation of India’s economy has accelerated in recent years, as can clearly be seen in the accelerating shift to digital transactions.

Amit Goel + 3 others | 6 May 2021

Federico Wynne
Podcast 55 min listen

Podcast: The future of... banking

"Banks are increasingly fulfilling a social role," says cross-asset analyst Federico Wynne.

Federico Wynne + 3 others | 23 September 2020

Amit Lodha
Blog 2 min read

Chart Room: US debt delinquencies drop, but recession looms as unemployment surges

Household debt forbearance measures have given a temporary boost to borrowers in the US. But as unemployment surges, more supportive measures will be needed.

Amit Lodha + 3 others | 13 August 2020

Stuart Rumble
Blog 1 min read

Chart Room: European banks’ CoCo bonds soar while equities slump

The average European bank capital ratio has never been stronger. This has led to a stark contrast in returns across bank capital structures.

Stuart Rumble + 3 others | 6 August 2020

Monica Li
Blog 4 min read

Chinese banks are due for national service

As governments around the world exhaust their policy arsenals to save economies, China is reaching for a secret weapon unrivaled by most countries.

Monica Li + 2 others | 31 July 2020

Andrea Iannelli
Article 4 min read

Another hot summer for Italian assets

After several months of relative calm and a strong performance, Italian assets have again come under pressure amid political turmoil.

Andrea Iannelli + 2 others | 9 August 2019

Catherine Yeung
Article 2 min read

China bank shares tumble on US ruling that could trigger penalties

Shares declined on news that linked three Chinese banks to a US judge’s finding of contempt of court in a case related to North Korean sanctions violations.

Catherine Yeung | 25 June 2019

Katsumi Ishibashi
Blog 3 min read

No exit: Japanese banks continue to feel pain from BOJ’s easy policy

Japan’s banks need to innovate to thrive in the low interest environment rather than wait for the eventual end of the Bank of Japan’s easy monetary policies.

Katsumi Ishibashi | 29 August 2018

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