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Global H2-22 Outlook – Mixed growth prospects
A rising risk of recession in developed economies poses a threat to emerging markets. However, some are better placed for growth, particularly those benefiting from commodity exports and post-Covid recovery. What are the growth and inflation risks for H2-2022 and 2023, and the market implications?
Watch the videoGlobal H2-22 Outlook – Mixed growth prospects
A rising risk of recession in developed economies poses a threat to emerging markets. However, some are better placed for growth, particularly those benefiting from commodity exports and post-Covid recovery. What are the growth and inflation risks for H2-2022 and 2023, and the market implications?
Global Q2-22 outlook: To have and have not
Global crises are dividing frontier and emerging markets into 'haves' that can take advantage of the volatility, and 'have nots' that are only damaged by it
Watch the videoGlobal Q2-22 outlook: To have and have not
Global crises are dividing frontier and emerging markets into 'haves' that can take advantage of the volatility, and 'have nots' that are only damaged by it
2022 outlook
DMs and EMs face different headwinds
Watch the video2022 outlook
DMs and EMs face different headwinds
Podcasts
Hear from our analysts as they consider the challenges facing the global economy.
Is King Dollar at risk of being dethroned?
Recent market movements have sparked a flurry of theories about the world’s most widely used currency. Is the USD losing its reserve currency status? Are countries looking to circumvent the USD in their trading relationships? Find out in this podcast.
Global 2023 Outlook Podcast – A year of two halves
Whilst economic growth is expected to slow in the first half of the year, the second half could see a recovery taking hold. Are emerging markets poised for a recovery this year? And if they are how should investors and businesses navigate them? Find out in this podcast.
2023 Financial Market Surprises Podcast
As we look at the year ahead, what are the potential surprises – or black swan events – that may be under-priced by the markets? In this podcast, Eric Robertsen shares some possible scenarios that the financial markets may have missed.
Global H2-22 Outlook – Near the tipping point
In the first half of the year, markets focused on upside risks to inflation. This is now shifting to include downside risks to growth and recession forecasts. How do investors and businesses navigate the almost conflicting narratives between inflation and recession? Find out in this podcast.
Global Q2-22 outlook – recovery, disrupted
If 2021's expectations were influenced by a new world attitude due to the pandemic, then 2022 may end up being about a new world order. The conflict between Ukraine and Russia and the longevity of China's zero COVID plans. Volatility, interest rates and prices are all on the up. Find out what this means for the markets in this podcast.
Global 2022 Outlook – Still battling headwinds
(Part 1)
The global economy continues to recover thanks to aggressive policy support and as vaccine coverage improves. But the recovery, like vaccine distribution, remains uneven. What’s in store for investors over the next 12 months?
In part 1 of this 2-part series, Eric Robertsen and Edward Lee share insights on the impact of COVID and how the global economy will evolve in 2022.
Global 2022 Outlook – Still battling headwinds
(Part 2)
What’s in store for the global economy over the next 12 months? In part 2 of this 2-part series, Eric Robertsen, Razia Khan and Edward Lee share insights on the inflation story and growth opportunities in 2022.
2022 Financial Market Surprises Podcast
The business of research spends a lot of time looking at forecasts. But the question that always comes up is, what are the surprises? What are the black swans? In this podcast, Eric Robertsen takes a look at – not forecasts – but possible scenarios that the financial market may have missed.
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