Global Emerging Markets

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Economic and Strategy Viewpoint

28JUN 2019

Economic and Strategy Viewpoint - July 2019

In this month's Viewpoint we discuss the outlook for US interest rates as well as the policy options available to central banks in the event of a global slowdown.

Economic and Strategy Viewpoint

01MAY 2019

2019

MARCH

18MAR 2019

Thought Leadership

Does it matter if China gets old before it gets rich?

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.

12MAR 2019

Thought Leadership

A new approach to investing in emerging markets

Gavin Ralston and Kristjan Mee propose a new way of investing in emerging markets to benefit from the opening up of China’s capital markets

05MAR 2019

Thought Leadership

Developments in China’s balance of payments and implications for the RMB

Craig Botham and Kristjan Mee examine key developments in China’s balance of payments, and what they mean for investors.

FEBRUARY

26FEB 2019

Thought Leadership

Weightlifting China - how big will it get?

In this paper we look at how investing in China stands currently and a number of possible ways that this might evolve over time.

2018

DECEMBER

04DEC 2018

Thought Leadership

The emerging market convergence question

The idea of convergence is a powerful one for many emerging markets investors. But what is it? Why should it happen? What does history tell us about it?

AUGUST

23AUG 2018

Thought Leadership

What it takes to be promoted to emerging market status

We highlight the disconnect between an index provider’s definition of emerging markets and what investors think they are getting.

22AUG 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - September 2018

We have trimmed our forecast for global growth for the second time this year, largely driven by cuts to Europe and Japan as well as escalating trade wars.