Insights & Research
Make informed investment decisions with our expert opinion and research.
Unlocking opportunity in emerging market equity income
A look at three key developments that may help provide access to the emerging market equity dividend opportunity over the long term.
West Africa’s truly emerging market
Why Cote d’Ivoire has thrived while other West African countries have not.
Will the dragon roar in 2024?
Investors must be hoping that the good fortunes associated with the dragon will translate into Chinese equity returns for 2024.
The global love affair with precious metals
Why all that glitters is not gold, and all that’s love isn’t lasting.
Economics (Taylor's version)
A look at how mega-artist Taylor Swift and her Eras Tour have boosted the economic environment. And why emerging market economies may be next.
Closed-end funds: Deprioritize the discount
While many investors focus on a closed-end fund’s discount, the distribution rate at time of purchase has a larger effect on total return over the long term.
The value of short-dated credit
Soft landing, hard landing, or interest rates higher-for-longer. Which is more likely and what could it mean for short-dated credit?
Global Macro Research
Will the last mile of inflation be the hardest?
In this episode, we discuss the rising US inflation in January and the challenges of bringing inflation back to the target.
Beyond the eight ball: 8 macroeconomic convictions
We shake out our eight long-term, structural economic key calls to better prepare for tomorrow’s uncertainties.
China: Lackluster growth set to drag on?
Why we remain somewhat cautious about the Year of the Dragon with our 2024 growth forecast staying at 4.4%.
Taiwan elections: Status quo, not dire straits
Why a certain presidential election in November may pose the biggest threat to Taiwan and US-China relations.
The US economy is defying gravity
US gross domestic product was up an impressive 2.5% last year, blowing consensus – and our own – expectations out of the water.
What's at stake in 2024's many elections?
As a majority of the global population head to the polls this year, we explore what's at stake for economies and markets.
A busy 2024 on both economic and political fronts
Many central banks and forecasters may be surprised by how low inflation could fall in 2024, the year of a US presidential election.