For financial professionals in Belgium

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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Glimmers of hope in Chinese monetary details
Global Perspectives

Glimmers of hope in Chinese monetary details

A recovery in household money growth could be an early signal of improving economic prospects, argues Simon Ward, Economic Adviser.

Why has the UK RPI / CPI inflation gap surged?
Global Perspectives

Why has the UK RPI / CPI inflation gap surged?

The retail prices index is giving a more worrying message about inflationary pressures because it incorporates house prices and has been less affected by changes in basket weights, argues Simon Ward, Economic Adviser.

Disappointing July money data
Global Perspectives

Disappointing July money data

Global money growth failed to revive last month, suggesting that an expected H2 economic slowdown will extend into early 2022, argues Simon Ward, Economic Adviser.

Global money trends at critical juncture
Global Perspectives

Global money trends at critical juncture

Q3 monetary data will be key for assessing whether a likely near-term global industrial slowdown represents a temporary pause of the beginning of a larger downswing, argues Simon Ward, Economic Adviser.

ISG Insight: Thriving in the bond market

ISG Insight: Thriving in the bond market

Recent months have seen macro and microeconomic fundamentals broadly improve and corporate bond markets are priced for this to continue. We dedicated an ISG meeting to consider what could go wrong and how fixed income markets might respond.

e-CNY: slow burn to rapid acceleration?

e-CNY: slow burn to rapid acceleration?

Jennifer James, Emerging Market Credit Portfolio Manager, explores how the People’s Bank of China’s digital currency has been several years in the making but has the potential to rapidly reshape the payments industry.

Global slowdown on track, is real money growth bottoming?

Global slowdown on track, is real money growth bottoming?

Economic growth is likely to disappoint in H2 2021 but Chinese policy easing could contribute to a recovery in global real money expansion, improving prospects for H1 2022, argues Simon Ward, Economic Adviser.

A “monetarist” perspective on current equity markets – July 2021

A “monetarist” perspective on current equity markets – July 2021

Global monetary data surprised negatively in Q2, suggesting dimming economic prospects unless China eases soon, argues Simon Ward, Economic Adviser.

Rising interest rates, inflationary regimes and CTA returns

Rising interest rates, inflationary regimes and CTA returns

Diversified alternatives portfolio managers Andrew Kaleel, Mathew Kaleel and Maya Perone discuss the impact of rising rates on traditional asset classes and trend-following strategies.

UK inflation forecast update: more upside surprises in H2

UK inflation forecast update: more upside surprises in H2

The Bank of England is facing an inflation headache despite help from a basket reweighting distortion, argues Simon Ward, Economic Adviser.

Chinese corporate liquidity squeeze suggesting darkening outlook

Chinese corporate liquidity squeeze suggesting darkening outlook

Weak May monetary data strengthen the case for early PBoC policy easing, argues Simon Ward, Economic Adviser.

Forecasts can fall short; humility and diversity are key

Forecasts can fall short; humility and diversity are key

While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.