Insights & Research
Make informed investment decisions with our expert opinion and research.
Understanding the language of COP28
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.
Have Chinese policymakers done enough?
China’s economic rebound has been disappointing. But behind the headlines there are positives. Here’s what else we think its government can do.
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.
Is the future of income emerging?
We ask if dividend investors should consider diversifying into emerging markets.
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.
Global Macro Research
Is Japan leaving behind the lost decades?
On the latest podcast we discuss the return of inflation in Japan, and the outlook for the Bank of Japan monetary policy as a response.
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.