Global Emerging Markets

Highlight

Economics

23MAY 2018

Our multi-asset investment views - May 2018

This month our infographic reveals we have downgraded a number of asset classes, but upgraded our view on the US dollar.

2018

MAY

02MAY 2018

Economics

Trade wars: what do they mean for the global economy?

Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy.

APRIL

25APR 2018

Economics

Our latest multi-asset investment views - April 2018

We break down our views on all the major asset classes, from shares to currencies, in one simple infographic.

05APR 2018

Economics

How China is positioning for slower growth

The Chinese authorities seem to have acknowledged that lower growth will be inevitable. We look at how they have increased their room for manoeuvre economically and politically.

MARCH

23MAR 2018

Economics

How and why rising trade tensions have moved markets

After markets fell sharply overnight, we look at what's been going on and what might happen next.

16MAR 2018

Economics

Russian election: how might Putin’s inevitable victory affect the economy?

For Russia the risk lies not in Sunday’s election, but what comes after.

FEBRUARY

13FEB 2018

Economics

Investing in India: how might reforms affect stockmarket returns?

With growth expected to have bottomed, what lies ahead for India’s stockmarket in 2018?

05FEB 2018

Economics

What has driven stockmarket returns and what will drive them in future?

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different