Disruption – opportunities in change

Read how disruption is creating opportunities through change, for both corporates and investors, across a range of industries and sectors.

Interpreting China

Growing pains? China’s property sector challenges signal an economy in transition

China’s property sector is a significant engine of the country’s economy, and uncertainty around the outlook is weighing heavily on market sentiment. But we view these challenges as growing pains in the shift of China’s economy to a more consumption-led model. What are the opportunities of this transition?

Interpreting China

China Outlook – Navigating structural change

A great deal of recent coverage of China has been on its slower than expected economic recovery and the risk of deflation.

Investing in the energy transition: what institutional debt investors should consider

The global shift toward sustainable energy has sparked a need for investments in energy transition assets. What types of assets and investment opportunities are available for institutional debt investors?

China: what’s behind the headlines?

July’s macro data portrayed a sluggish picture of the economic growth outlook in China. Here we look beyond the headlines to provide a more comprehensive assessment of the economy and conclude this is not the “sudden stop” scenario some have suggested.

Silver lining: how a recession may help economies and investors reset

We think recession is a real prospect and while any downturn creates challenges, it may offer potential entry points for investors.