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Emerging market debt October 2023 review and outlook
Our summary of developments in emerging market debt in October 2023 and the outlook going forward.
On the road: is India starting to live up to its promise?
On my recent visit to the country, I observed a vibrant jobs market, with visible investments and the prospect of more to come.
Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure
In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets.
Aligning the United Nations’ Sustainable Development Goals (SDGs) with business strategy
How can an effective business strategy help meet the 2030 SDGs?
Emerging market debt September 2023 review and outlook
Our summary of developments in emerging market debt in September 2023 and the outlook.
European student accommodation: testing the theory
Are European universities the new high-flyers? We discuss the benefits for real estate.
Seoul office strategies: coming off mute
Is this a good time to invest in the Seoul office market? We discuss the opportunities.
Israel-Hamas conflict: four potential geo-military scenarios
An Israeli ground invasion of Gaza is the baseline scenario and seemingly all but assured at this stage. There are escalatory scenarios involving a broader conflict with Hezbollah and even Iran. The macro transmission channels are via geopolitical risk premia and energy prices. Global economic impacts would increase if Middle East oil supplies, especially via the Strait of Hormuz, were threatened.
The monthly macro outlook video – September 2023
Paul Diggle, Chief Economist, looks at two current key questions: Is the US pulling off a soft landing? And how much trouble is the Chinese economy in?
Macro Bytes: What did the Bank of England get wrong? - with Michael Saunders
Paul and Luke speak to Michael Saunders, former external member of the Bank of England’s Monetary Policy Committee
Canadian outlook: stronger growth, stickier inflation
Resilient Canadian consumers will keep growth stronger, inflation stickier, and policy tighter in the coming months. But the central bank’s hiking cycle should eventually tip the economy into recession by the turn of the year.
Global Economic Outlook: Recession, Interrupted
Wage growth, robust service sectors, and stubborn underlying inflation mean that central banks are not done raising interest rates. But markets are overlooking the scale of the rate cuts that will follow. Read on to find out more…
Macro Bytes: Chip Wars - The geopolitics of microchips - with Chris Miller
Podcast with Chris Miller author of Chip Wars on the fight for the world’s most critical technology semiconductors.
Demographics: how population changes will reshape global growth
Bob Gilhooly and Michael Langham assess the effects of population change on economic growth in the coming decades, and map out the implications for investors.