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EM - South Africa

Drop-In: Could South Africa be about to see a big bond rally?

Tariffs

Drop-In: Tariffs state of play - Assessing the global economic implications

China

Drop-In: Is the US–Asia trade map being redrawn?

Fed Reserve

Central Bank Drop-In: Unpacking the Fed, ECB and Bank of England September meetings

India

Drop-In: India in Trump’s firing line – What’s at stake for the economy and markets

ANZ

ANZ Drop-In: How fast, how low? How Q2 CPI data could dictate RBA rate cuts

EM - Turkey

Drop-In: Turkey’s policy U-turn: back on track?

EM - Egypt

Drop-In: EM financial risk update – The state of sovereign, bank and FX vulnerabilities

Global economy

Drop-In: Global macro and market risks to watch in 2025’s final stretch

US Tariffs

US Drop-In: Are higher tariff rates fuelling inflation – and how should the Fed respond?

Japan

Drop-In: Is Japan’s fiscal situation reaching a breaking point?

Markets

Drop-In: Markets Outlook – Beyond the calm: What’s next for stocks, bonds & FX

Markets

Drop-In: Markets Outlook – Beyond the calm: What’s next for stocks, bonds & FX

Commodities

Commodities Drop-In: Oil, copper and global macro drivers

APAC CRE

Asia Drop-In: Hong Kong commercial property – How much more pain ahead?

Canada

Canada Drop-In: How far will the Bank of Canada go to support growth?

Global Drop-In: Trump tariffs state of play – What we know and what to watch

Drop-In: Portfolio manager briefing – The macro and market forces that could impact your returns in late 2025