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A look at what the upsurge in cocoa prices could mean for Côte d’Ivoire and Ghana, two of the leading cocoa-producing countries.
We discuss how voting helps drive positive change and improve the performance of our clients' investments on our latest podcast episode.
Nick Robinson sits down with Ivan Kleimann to discuss the potential implications of Donald Trump’s re-election on Brazil’s economy, tariffs, reforms, and more.
A look at navigating the changing landscape and what may come for fixed income with a second Trump presidency.
Concerns about the risk of defaults? Where do you see the growth opportunity today? Our in-house expert answers these questions and more.
A look at Trump presidency's potential impact, from policy implications to market dynamics, with the unique positioning of small cap stocks.
A look at how President-elect Donald Trump’s return to office might impact emerging market equities.
A look at how the results of the recent US presidential election impacts emerging market debt, local currencies, and corporate bonds, and discover strategic insights for navigating this complex post-election landscape.
A look at how President-elect Donald Trump's return to power could reshape the global economy with higher US growth, inflation, and significant policy shifts.
Amid rising government debt and the possible return of the bond vigilante, hosts Paul Diggle and Luke Bartholomew provide their insights and perspectives on debt sustainability and markets.
A look at why 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.
A look at why Chinese policymakers' focus on shoring up local government balance sheets may leave markets disappointed in their expectations for significant fiscal stimulus.
A look at the potential outcomes from the 2024 election's red wave, highlighted by the completion of Trump’s political comeback, and its implications for tax cuts and deregulation.
On the latest episode, hosts Paul Diggle and Luke Bartholomew are joined by political and economic experts to analyze the results of the 2024 presidential election.
Despite summer volatility and short-term vulnerabilities, such as the yen carry trade and political uncertainties, why we believe the long-term outlook remains strong, allowing for a closer examination of Japan's market dynamics.
Despite ongoing uncertainty about fiscal policies, why we believe the weak GDP growth of just 2.8% annualized in Q2 and Q3 raises concerns about meeting the 2024 growth target of "around 5%."