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Insights and research

The expert opinion and research driving our investment decisions.

Insights

President Milei’s policies: progress or pitfalls for Argentina?
Insights
President Milei’s policies: progress or pitfalls for Argentina?

Has President Milei succeeded in changing Argentina’s fortunes? Where are the future risks and opportunities?

3 min Read
Frontier bonds: are they worth the risk?
Insights
Frontier bonds: are they worth the risk?

Many investors view frontier bonds as high risk. Here’s why they might be missing out.

3 min Read
From Mexico to India: how investment cycles are igniting EM ex-China company earnings
Insights
From Mexico to India: how investment cycles are igniting EM ex-China company earnings

Rory Hardie explains how the investment cycle is supporting EM ex-China company earnings.

4 min Read
The case for EM corporate bonds
Insights
The case for EM corporate bonds

Emerging Markets Monthly Insight: Leo Morawiecki explains why now could be a good time to consider investing in EM corporate bonds.

5 min Read
Asia-Pacific climbing the value chain
Insights
Asia-Pacific climbing the value chain

A look at how the region presents a uniquely attractive income opportunity for active investors focusing on total return.

4 min Read
Ballots that surpass borders: how will the US election shape emerging markets?
Insights
Ballots that surpass borders: how will the US election shape emerging markets?

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Michael Langham to discuss the US election.

35 min Listen
Equities: reasons to believe
Insights
Equities: reasons to believe

From small caps to ‘future minerals’ to healthcare trends, find out why we’re positive about global equity markets.

5 min Read
Emerging market debt August 2024 review and outlook
Insights
Emerging market debt August 2024 review and outlook

Our summary of developments in emerging market debt in August 2024 and outlook.

2 min Read
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Global Macro Research

Macro Bytes: How do we build the infrastructure our economies need?
Global Macro Research
Macro Bytes: How do we build the infrastructure our economies need?

Discover the future of infrastructure with our latest insights. We explore funding strategies and cutting-edge technologies. Read on to find out more.

4 min Read
How to fund our future infrastructure needs - with Bridget Rosewell
Global Macro Research
How to fund our future infrastructure needs - with Bridget Rosewell

Discover how climate change, technological progress, and geopolitics are reshaping infrastructure needs. Join Paul Diggle and Bridget Rosewell for an insightful discussion.

31 min Listen
Global Economic Outlook: Is this time different?
Global Macro Research
Global Economic Outlook: Is this time different?

The Fed has made its big rate cut decision. Concerns now pivot from inflation to a possible US recession. We weigh into the debate. Find out more.

4 min Read
What to expect from the UK budget
Global Macro Research
What to expect from the UK budget

Chancellor Rachel Reeves will deliver the Labour government’s first budget on 30 October. Technical tweaks to the treatment of Bank of England losses can create some fiscal space, but material tax increases will be necessary to satisfy the fiscal rules. This note surveys the economic and fiscal landscape and outlines the potential tax increases.

1 min Read
How painful will the UK Budget be?
Global Macro Research
How painful will the UK Budget be?

The UK’s new Labour government blames its predecessors for leaving the country’s finances in a mess. How true is that? What can Chancellor Rachel Reeves do to fix problems and boost long-term growth when she unveils her first Budget next month?

25 min Listen
The Monthly Macro Outlook Video - September 2024
Global Macro Research
The Monthly Macro Outlook Video - September 2024

Paul Diggle, Chief Economist, returns from a summer break with his take on recent market volatility, how growth has replaced inflation as investors’ main concern and why the race for the White House just got more intense.

4 min Watch
Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?
Global Macro Research
Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?

Macro Bytes returns after a summer break to discuss why the ‘Sahm rule’ isn’t a rule, why inflation has been more volatile and how what happens in Japan matters to global markets.

33 min Listen
Five questions on US recession risks
Global Macro Research
Five questions on US recession risks

A soft landing is still the most likely destination for the US economy. But, with policy more clearly weighing on growth, we are increasing our recession probability.

8 min Read
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