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.
Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.
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?
Economic and Strategy Viewpoint
The market selloff, the return of fiscal policy, a slowdown in eurozone data and Bolsanaro's Brazil victory all feature in our monthly analysis of the global economy.
Despite his controversial reputation, Jair Bolsanaro’s victory in the Brazilian election has been greeted with investor optimism. But the real test is yet to come – particularly regarding the crucial topic of pension reform.
Brazil’s election looks set to be one of the closest in decades. We explain what is at stake and why Brazilian financial markets are so volatile.