Insights & Research
Make informed investment decisions with our expert opinion and research.
Is the future of income emerging?
We ask if dividend investors should consider diversifying into emerging markets.
Is the power of the US consumer weakening?
US consumers have spent their way out of trouble, supporting growth and reviving the economy when it has been most needed.
Give thanks ... for the opportunity generated by lower prices
Why declining metal prices and forecasts for higher China growth may present an opportunity for commodity investors.
Mexico: The key beneficiary of US nearshoring
Tiago Rodrigues discusses nearshoring and how Mexico will be the biggest beneficiary of this trend thanks to its proximity to the US.
The AI revolution: A new era for emerging markets
Exploring the benefits of the AI revolution on emerging markets.
India: A beacon for 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.
Why Asian dividends still stack up for income investors
Yoojeong Oh sheds light on how dividend investing serves a different purpose in a portfolio at a time of higher bond yields.
Global Macro Research
How could conflict in the Middle East affect the global economy?
Podcast discussion about the transmission channels from the conflict between Israel and Hamas into the global economy.
Following three lost decades, is Japan at a turning point?
Why macro and policy shifts could indicate Japan may officially be ready to declare the end of the deflationary era.
From AI to deglobalization: Key takeaways from the IMF annual meetings
A recap of presentations and discussions on the global economy and emerging markets from the recent IMF annual meetings.
Israel-Hamas conflict: Four potential geo-military scenarios
As the situation in Israel and Gaza remains highly volatile, we sketch four scenarios illustrating what could happen next.
The future of US dollar hegemony
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.
China: Peering through the fog
Why we believe the recent bout of China pessimism is overblown.
Is global disinflation under threat from commodity shocks?
A look at certain global trends unlikely to derail the improvement in inflation but could slow the pace of disinflation.