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COP28 brings together corporate and political leaders against a challenging economic and environmental backdrop. To understand their priorities, it’s important to speak their language.
China’s economic rebound has been disappointing. But behind the headlines there are positives. Here’s what else we think its government can do.
US consumers have spent their way out of trouble, supporting growth and reviving the economy when it has been most needed.
We ask if dividend investors should consider diversifying into emerging markets.
Why declining metal prices and forecasts for higher China growth may present an opportunity for commodity investors.
Tiago Rodrigues discusses nearshoring and how Mexico will be the biggest beneficiary of this trend thanks to its proximity to the US.
Exploring the benefits of the AI revolution on emerging markets.
The equity market has been on a tear since March while India remains one of the fastest-growing major economies in the world right now.
Podcast discussion about the transmission channels from the conflict between Israel and Hamas into the global economy.
Why macro and policy shifts could indicate Japan may officially be ready to declare the end of the deflationary era.
A recap of presentations and discussions on the global economy and emerging markets from the recent IMF annual meetings.
As the situation in Israel and Gaza remains highly volatile, we sketch four scenarios illustrating what could happen next.
Dissatisfaction with the USD may be on the rise in some parts of the world, but an alternative looks unlikely to emerge any time soon.
Why we believe the recent bout of China pessimism is overblown.
A look at certain global trends unlikely to derail the improvement in inflation but could slow the pace of disinflation.
We analyze the potential impacts of artificial intelligence on economic growth and productivity, jobs and wages, sectors, government policy and regulation, and geopolitics.