Economic and Strategy Viewpoint
Microfinance is a promising way to address global problems such as poverty, inequality and environmental damage. But what’s in it for investors?
As China’s capital markets continue to open up, we highlight the potential opportunity for emerging markets (EM) investors to reap the benefits of the broader opportunity set.
There are plenty of reasons why investors could justifiably feel pessimistic about the future, but stock market valuations are not one of them.
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?
More and more international investors are turning their attention to the increasingly important China A shares market. Here’s why.
Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.
Argentinian assets have fallen dramatically following the surprise result of the country’s primary elections. Our equity and bond fund managers share their views on what might lie ahead.