Emerging Markets

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Economics

30MAY 2019

Brazil optimism fades as economy shrinks

Despite a poor start to the year for Brazil under new president Jair Bolsonaro, we think the picture will improve later in the year.

Market Outlook

18DEC 2018

2018

DECEMBER

14DEC 2018

Market Outlook

Outlooks 2019: Emerging markets debt relative

Emerging markets debt yields are at levels which rival reasonable forward expectations for equities in 2019. In our view, a true catalyst for additional price gains will likely be a lower US dollar.

14DEC 2018

Market Outlook

Outlook 2019: Emerging markets equities

Key potential catalysts for emerging markets performance in 2019 are US dollar weakness, a better-than-expected outcome in US-China trade relations and an easing in Chinese growth concerns.

2017

SEPTEMBER

18SEP 2017

Economics

Emerging markets, inflation and political risk – a summary of the world economy

This month we focus on the factors keeping global economic activity strong, why the outlook for emerging markets is bright except in India and the risks facing Europe and the UK.