Tellimer Research Team

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Latest articles from Tellimer Research Team

Global Themes for 2021

It has been an incredibly strange year. In this edition of our annual global themes, our analysts scrutinise the opportunities and challenges the world faces in 2021, focusing on the key trends that will shape markets over the next year and beyond, a...
Tellimer Research Duncan Wales
Duncan Wales @ Tellimer Research 24 November 2020
Global Investment Themes for 2021
Global Investment Themes for 2021

US Presidency too close to call

The race for the US Presidency is neck and neck. No state has yet changed hands and Donald Trump looks to have retained Florida, which suggests the contest is going to go to the wire. This now seems increasingly likely. A divided Biden or Trump victo...
Tellimer Research Tellimer Research Team
Tellimer Research Team @ Tellimer Research 4 November 2020
US Presidency too close to call
US Presidency too close to call

Trump impeachment: Eyes on the prize as trial begins

The coming weeks will inevitably provide episodes of embarrassment for President Trump, and moments of personal satisfaction for Democrat supporters. But as we said in ourDecember report, Trump may even consider these impeachment proceedings will wor...
Tellimer Research Tellimer Research Team
Tellimer Research Team @ Tellimer Research 22 January 2020

2020s Vision: 20 themes for the next decade

In this special edition of Tellimer’s annually published global themes, our analysts scrutinise the challenges facing our transforming world, focusing in bite-sized chapters on the key trends that will reshape developing markets over the new decade a...
Tellimer Research Tellimer Research Team
Tellimer Research Team @ Tellimer Research 26 November 2019

Chinese issuers to benefit from trade war truce

The combination of the truce in the China-U.S. trade war and the recent change in regulations on off-balance-sheet financing could spark interest in Chinese issuance. China’s total debt burden has risen sharply since the global financial crisis, beco...
Tellimer Research Tellimer Research Team
Tellimer Research Team @ Tellimer Research 2 July 2019
Chinese issuers to benefit from trade war truce
Chinese issuers to benefit from trade war truce

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