Feature

To have and have not: Ukraine and COVID divide emerging markets

Global crises are dividing frontier and emerging markets into "Haves" that can take advantage of the volatility, and "Have Nots"…

Global crises are dividing frontier and emerging markets into "Haves" that can take advantage of the volatility, and "Have Nots"…

The hotspots within the sustainable debt space

Green, social, sustainable and sustainability-linked (GSSS) bonds are attracting lots of interest – particularly the final “S”.

Green, social, sustainable and sustainability-linked (GSSS) bonds are attracting lots of interest – particularly the final “S”.

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,…

The business of research spends a lot of time looking at forecasts. But the question that always comes up is,…

Global 2022 Outlook – Still battling headwinds

The outlook for 2022: Headwinds blowing differently for DMs and EMs

New and pre-existing factors to shape global economic recovery

New and pre-existing factors to shape global economic recovery

The Known Unknowns: How the world’s snapback from COVID-19 will bring unintended consequences

What are the second order consequences of the global pandemic and recent events in the years to follow and how…

What are the second order consequences of the global pandemic and recent events in the years to follow and how…

An uneven road to recovery in H2

The optimism around a post-pandemic recovery seen earlier in the year has dimmed somewhat, as the Delta variant of COVID-19…

The optimism around a post-pandemic recovery seen earlier in the year has dimmed somewhat, as the Delta variant of COVID-19…

What the world’s vaccine rollout means for growth in Q2

Overall growth prospects for 2021 are bright, but the unevenness of the global vaccine rollout has complex implications for different…

Overall growth prospects for 2021 are bright, but the unevenness of the global vaccine rollout has complex implications for different…

Assessing US exceptionalism and the economic recovery in Q2

US economic data strongly confirms that the US economy is firmly on a recovery track. But are other economies also…

US economic data strongly confirms that the US economy is firmly on a recovery track. But are other economies also…

Will the euro area turn the corner in 2021?

We expect two-thirds of Europe’s population to be vaccinated by late 2021 and GDP to grow 4.0% in 2021.

We expect two-thirds of Europe’s population to be vaccinated by late 2021 and GDP to grow 4.0% in 2021.

Slow, then fast – what does the US recovery look like in 2021?

The US economy is likely to struggle at the start of the year, but we expect it to bounce back…

The US economy is likely to struggle at the start of the year, but we expect it to bounce back…

Will emerging markets win with Biden?

Emerging markets could benefit from a political environment set to become more benign following the victory of Democratic candidate Joe…

Emerging markets could benefit from a political environment set to become more benign following the victory of Democratic candidate Joe…

What does the Biden administration mean for global currencies?

As risk sentiment improves amidst historically low Developed Market bond yields, it is likely that there will be re-allocation of…

As risk sentiment improves amidst historically low Developed Market bond yields, it is likely that there will be re-allocation of…

Financial markets and US policy – what will the US election bring?

Ahead of the US election, we look at the implications of the three possible scenarios: a Biden victory, a Trump…

Ahead of the US election, we look at the implications of the three possible scenarios: a Biden victory, a Trump…

Dynamic Chinese market demands multi-faceted approach

Various programmes designed to facilitate foreign investment have boosted financial market reform in China, and the internationalisation of the renminbi.…

Various programmes designed to facilitate foreign investment have boosted financial market reform in China, and the internationalisation of the renminbi.…

Addressing Africa’s currency management challenges

The formation of the African Continental Free Trade Area is expected to boost trade volumes across the continent. Corporates that…

The formation of the African Continental Free Trade Area is expected to boost trade volumes across the continent. Corporates that…