Oil Prices Predicted to Flow One Way – But Not Necessarily in a Straight Line
Most analysts expect oil prices to ease further in 2026 and 2027. But various risk factors ranging from Chinese stockpiling and further conflict in the Middle East to America’s desire for greater influence over Greenland, a settlement of the Russia-Ukraine war and changes to production levels indicate the potential for prices to rise as well […]
What Really Drives International Trade Imbalances?
Many assume trade deficits, government borrowing, or the strength of the US dollar result from political decisions or national strategy. But in reality, the global economy is shaped by national saving rates, business investment, financial market openness, and perceptions of currency safety. There is a savings–investment identity: if a country saves more than it invests, […]
Asia’s Fund Management: One Third of Global Assets by 2030
Asia is poised for a revolution in asset under management that will significantly boost the global fund management industry. By 2030, assets under management (AUM) in the region are projected to reach an impressive $45 trillion, representing nearly 30% of the global total. This substantial growth, lifting Asia’s current share from 18–20% — or $23 […]
Private credit markets – the risks and opportunity
The global financial crisis of 2008/9, the worst since the Wall Street Crash and the Great recession of the 1920s led to a raft of rules and regulations on the banking sector to try to avoid a repeat of the opaqueness which led to the crisis. Stricter rules around banks like Basel 3 and Dodd-Frank […]
Fed Caught in the Crosshairs? Political Pressure versus Economic Prudence
The Federal Reserve’s July 2025 decision to hold interest rates at 4.25%-4.50% reflects a complex policy posture: growth is rebounding, inflation remains elevated, and political scrutiny is intensifying. Despite a robust 3.0% annualised pace of GDP expansion in Q2, the Fed’s cautious stance is evident in the underlying indicators – sluggish domestic demand, softening labour […]
