Russia

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Economics

06SEP 2019

How trade wars are weakening the BRICs

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.

2018

MARCH

16MAR 2018

Economics

Russian election: how might Putin’s inevitable victory affect the economy?

For Russia the risk lies not in Sunday’s election, but what comes after.

FEBRUARY

02FEB 2018

Markets

Six charts of the month: Trumponomics, Putin, bond yields

Tax cuts, Treasuries, the Russian election and recycling all feature among the charts that caught our eye in January.

2017

DECEMBER

05DEC 2017

Markets

Outlook 2018: Emerging markets debt relative

A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.

05DEC 2017

Markets

Outlook 2018: Emerging market equities

We believe the outlook for emerging market equities remains positive, albeit we expect returns to be more modest in 2018.

NOVEMBER

13NOV 2017

Economics

More rate cuts to come after Russia growth slows?

Russian growth slowed more than the market expected in the third quarter, supporting the argument for further rate cuts by the central bank.

OCTOBER

09OCT 2017

Markets

Why economic growth has been a mirage for emerging market investors

The link between emerging market companies' earnings and GDP growth is tenuous. We explain why investors are better off focusing on fundamental analysis of individual companies.

06OCT 2017

Global Market Perspective

Global Market Perspective Q4 2017

Small caps, global liquidity, and seven-year returns are among the topics in the spotlight in the latest economic and asset allocation views covering Q4 2017.