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Higher US rates might pose a problem, but there are still several reasons to be upbeat about the global listed real estate market.
We look at what the latest COP developments mean for investors.
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Ivan Kleimann to discuss Brazil.
How does voting help drive positive change and improve the performance of our clients' investments?
Read our Q&A covering the highs and lows of EM SDG investing over the last three years – and where we go from here.
As interest rates drop and inflation cools, we assess the most promising segments of the fixed income market.
A look at Trump presidency's potential impact, from policy implications to market dynamics, with a focus on the unique positioning of small cap stocks.
Could you contribute to decarbonisation and tap into long-term investment potential?
Discover how Trump's return to power could reshape the global economy with higher US growth, inflation, and significant policy shifts.
Explore rising government debt and the possible return of the bond vigilante. Listen to Macro Bytes for our insights on debt sustainability and markets.
In our Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.
The return of Donald Trump to the White House opens the door to a wide range of shocks for emerging markets, both positive and negative.
If implemented in full, Trump’s tariff policies would weigh meaningfully on European growth. Even partial or temporary implementation would represent a drag, which would not be fully offset by any associated increase in defence spending. As such, we expect the ECB to ease policy slightly more rapidly.
Chinese policymakers announced a RMB 10 trillion debt swap, providing some breathing room for cash-strapped local governments. Additional support for consumers and businesses should eventually arrive, not least because stimulus will be necessary to offset another trade war under President Trump. But the focus on derisking and shoring up balance sheets may continue to disappoint market expectations for big stimulus.
Markets are focusing on the reflationary aspects of Trump’s agenda. This has meant a stronger dollar, higher yields, US equites up, and oil lower. But these moves may evolve as different aspects of Trump’s economic agenda shift in and out of focus. Higher nominal GDP growth and higher-than-otherwise interest rates are the macro implications we are most confident about for now.
Join Macro Bytes to dissect the US election results, Trump's policy agenda and its market implications, with expert insights from the team