Tellimer Research Team

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...

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...

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...

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...

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...