The economy is bruised, not broken
RBC Economics forecasts a modest recovery for Canada and the U.S. through 2027, with subdued growth and gradually easing inflation.
Feed
Latest Research
393 structured institutional reports.
Emerging Markets: Beyond the Benchmark
PGIM's report repositions emerging markets as a structurally differentiated opportunity set amid a multipolar world, driven by shifting supply chains, debt dynamics, and active allocation rather than cyclical sentiment.
Athene: In Context
Apollo introduces 'Athene: In Context', a video series aimed at explaining guaranteed lifetime income, its backing, and its relevance to American retirees. The series addresses misconceptions about private equity ownership, clarifies affiliated versus related…
Commodity markets reprice as conflict blockades Strait of Hormuz
Find out how the strait blockage supply shock is impacting commodities trade and prices. The ongoing conflict in the Middle East has effectively blocked the Strait of Hormuz – a key maritime trade channel through which one-fifth of the world’s oil and…
reasons-to-be-bullish-on-gold
Despite a recent sell-off in gold during the Middle East conflict, Standard Chartered maintains a bullish long-term outlook. The decline is attributed to liquidity needs rather than a loss of haven status, and structural drivers such as debt concerns and…
AI and the Next Phase of the Software Cycle
Apollo argues that AI is not replacing software but proliferating its use by an order of magnitude, yet it disrupts the traditional SaaS model's certainty, leading to compressed valuations, increased dispersion, and a need for investors to favor durable…
Navigating divergence across commodity markets
Standard Chartered's commodities outlook for 2026 highlights a break from traditional correlations, with safe-haven demand and geopolitical risks driving divergent performance. Gold is expected to continue its rally due to central bank buying, ETF inflows,…
SEA growth faces weaker boost from cuts
Geopolitical risks and doubts over AI-driven expansion are reducing the economic impact of monetary easing. This interview with Edward Lee, Chief Economist and Head of FX, ASEAN & South Asia, was written by Elisa Valenta and originally published in The…
An uneasy calm takes hold in the global economy
Global growth is set to hold steady in 2026 amidst elevated risks. How will key shifts shape growth drivers? Eric Robertsen Global Head of Research, Chief Strategist This article was originally published in The Business Times. Global growth had defied…
Vetter Pharma – CO₂-compensation through certificates | Corporate Clients
Commerzbank describes how Vetter Pharma achieved CO₂ neutrality at its German sites in 2020 and globally in 2021, combining internal emission cuts of more than 15,000 tonnes since 2014 with offsetting via UN CDM CER and Verra-certified certificates, including…
Tapping into the benefits of energy efficiency
ANZ Research, in collaboration with the Energy Efficiency Council, highlights the underutilized potential of energy efficiency in Australia's decarbonization path. The report finds that energy efficiency could contribute 19% of the emissions reductions needed…
What lies beneath and what to expect from Q2-2023
While we expect global economic growth to slow from 3.5 per cent in 2022 to 2.7 per cent in 2023, we see some significant cross-currents emerging beneath the surface of this broader slowdown. They will continue to rock the economic boat and…
UOB Group Research
The article analyzes the impact of the European Union's Carbon Border Adjustment Mechanism (CBAM) on Malaysia, focusing on the compliance challenges and costs for Malaysian exporters. It highlights that up to 75% of Malaysia's exports to the EU could be…