Global Emerging Markets

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13АВГ 2019

Argentinian markets tumble as political uncertainty returns

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.

Экономика

07АВГ 2019

Экономика

05АВГ 2019

2019

АВГУСТ

01АВГ 2019

Экономика

Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.

ИЮЛЬ

26ИЮЛ 2019

Экономика

A cautious cut from the Russian central bank

We expect one further cut this year as inflation continues to decline.

15ИЮЛ 2019

Экономика

The only way is up for China’s economy

Second quarter GDP growth may have slowed, but June’s data suggests a turning point has been reached.

11ИЮЛ 2019

Рынки

Why has India's budget disappointed investors?

Analyst Robert Ledger assesses the new government’s budget in India, and what it means for investors.

ИЮНЬ

28ИЮН 2019

Экономическая и стратегическая точки зрения

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.

13ИЮН 2019

Рынки

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

13ИЮН 2019

Рынки

The battle of the bays: China’s urban ascent

In the "battle of the bays" featuring locations such as Tokyo, New York and San Francisco, our money is on China's Greater Bay Area becoming the pre-eminent economic region in the world.