FX Hedging Strategy Series

Why do you have to hedge Brexit pressure in 2016?

Dec 29, 2015 12:32 pm UTC| Insights & Views

In 2016, the probabilities that the UK leaves the EU is a concrete risk that will increasingly capture market attention. Uncertainty should stay high until the referendum and the outcome is too close to call. A...

Emerging Market Crisis Series

Will EM-DM growth differential narrow further in 2016?

Dec 29, 2015 11:36 am UTC| Insights & Views

In the aftermath of the 2008-09 global financial crisis, emerging markets had gained the status as saviors of the world economy. But ever since the mid-2013 taper tantrum, the emerging markets have disappointed and there...

Fundamental Evaluation Series

What could penetrate more traction for AUD in H1 of 2016? A run through on Aussie fundamentals

Dec 29, 2015 10:18 am UTC| Insights & Views

Any cushion from commodity prices in H1: While contemplating what could be the fresh news that could propel the AUD in 2016 relative to 2015, we spotted out the outlook for commodity prices as the key differentiator in the...

Homelessness causes offenders to end up back in prison - here's how to break the cycle

Dec 29, 2015 08:45 am UTC| Insights & Views

Over the past decade, reoffending rates among short-term prisoners have barely changed. According to statistics from 2013, 59% of prisoners on sentences of less than 12 months went on to commit further crimes almost...

Why African countries need to make plans to cope with rising temperatures

Dec 29, 2015 08:06 am UTC| Insights & Views

Southern Africa has been experiencing high temperatures in recent months. In October, Zimbabwe experienced a heatwave with temperatures in Kariba reaching 45C. In late October, temperatures in Vredendal, South Africa...

Stranger than Strangelove: how the US planned for nuclear war in the 1950s

Dec 28, 2015 13:52 pm UTC| Insights & Views

Those who have written about the nuclear Cold War remain grateful to Stanley Kubrick for giving us the satirical 1964 film Dr Strangelove which captures the madness that swept the world for 40 years. The name Strangelove...

Emerging Market Crisis Series

Will gains in mature economies offset emerging markets gloom in 2016?

Dec 28, 2015 11:34 am UTC| Insights & Views

Feds long-awaited rise in rates from zero showed confidence in the worlds largest economy, but first post-crisis rate hike is an unlikely cure for what ails the rest of the world. With exchange rates dominating the policy...