The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.
Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth
We have made minor changes to growth expectations in emerging markets, but large downward revisions to inflation amid a more favourable oil price outlook.
Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.
In this month's infographic we look at "unloved" European shares, the economic ties that bind China and Australia and update our emerging market view.