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US midterms and a history of stock market gains
The division of power after US midterm elections has led to calmer stock markets and positive investment returns. 2023 may yet prove more of an exception.
Looking through the gridlock
The initial returns from US midterm elections point to a high likelihood of gridlock in Washington for the next two years.
Time to look beyond market turmoil and focus on China’s long-term growth
Time to look beyond market turmoil and focus on China’s long-term growth
Right-wing Italian coalition brings more risks in Europe
Right-wing Italian coalition brings more risks in Europe
Mapping US election tail risks: a framework-based approach
Mapping US election tail risks: a framework-based approach
A to-do list for Japan’s next prime minister
Ensuring fiscal and monetary policy continuity while overseeing Japan's response to the Covid-19 crisis will be top priorities for Shinzo Abe's successor.
Cool Heads: UK election result positive for markets, but not a game changer
The Conservatives have won the UK election, making Brexit more likely. Markets have rallied on the news, but longer-term implications remain unclear.
If ESG regulations can’t keep up, we must make the rules
Political polarisation is increasing and this is blocking the development of ESG guidelines. As a result, companies and investors should step in.
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