The Macro Brief - EM FX gets a dose of reality, Germany enters recession, Europe’s data surprises
Paul Mackel examines the prospects for emerging market currencies, Stefan Schilbe looks at what’s behind Germany’s underperformance and Liz Martins explains why the latest European economic data are providing some welcome relief.
Under the Banyan Tree – An investors' guide to elections in Asia
With the Asian election cycle now underway, Herald and Fred discuss the implications of leadership votes for markets and economies across the region.
The ESG Brief - Hydrogen's role in the energy transition, and regulatory talking points
In this edition, we look at the rising opportunities for green hydrogen, the EU's Net-Zero Industry Act, and what's on the minds of investors amid a growing regulatory framework for ESG investing.
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