Americas

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Economics

13JUN 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

Economics

05JUN 2019

2019

APRIL

25APR 2019

Insights

Central banks of Japan and Canada join the dovish camp

Both the Bank of Japan and Bank of Canada left interest rates on hold, as expected, while tweaks to guidance imply a more accommodative stance.

2018

AUGUST

31AUG 2018

Economics

Summer wrap: the macro and markets news you might have missed

With no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.

JUNE

12JUN 2018

Economics

Why Argentina woes shouldn’t detract from positive emerging market debt story

The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?

JANUARY

05JAN 2018

Economics

Latin America focus: can politics boost the growth outlook in 2018?

We analyse a busy period ahead for Latin American politics and how upcoming elections have potential to change the policy outlook and investment climate.

2017

NOVEMBER

03NOV 2017

Economics

Rates set to rise again in December as US jobs rebound

Latest payroll data sees jobs market rebound and keeps the prospect of a further rate rise in December on the cards. But wages stay subdued.

JUNE

26JUN 2017

Economics

Where are the best global cities for real estate investing?

The latest release of the Schroders Global Cities Index is out, and Los Angeles takes the top spot.