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2019

16OKT 2019

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

2019

AUGUST

05AUG 2019

2019

Has Trump misjudged China?

With the yuan’s latest depreciation, China is upping the ante in its trade war with the US. This has significant market and economic implications.

01AUG 2019

2019

Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.

JULI

26JUL 2019

2019

A cautious cut from the Russian central bank

We expect one further cut this year as inflation continues to decline.

16JUL 2019

2019

Infographic: A snapshot of the world economy in July 2019

In this month's infographic we look at what is left in central banks' arsenals to tackle any future economic downturn.

10JUL 2019

2019

Why central banks' arsenal gives EM advantage

We look at why central banks in emerging markets have the upper hand over their developed market counterparts.

04JUL 2019

Märkte

Where next for China A-shares?

The rise of China’s A-shares market is a theme that can’t be ignored. Here’s where we’re seeing opportunities in the country.

JUNI

13JUN 2019

2019

Argentina's EM return: what it means for investors

Argentina has returned to the MSCI Emerging Markets Index after a ten year absence; we explain what it means for investors

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