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A discussion on how reshoring tactics are impacting global trade in a post-pandemic world.
We explore the upcoming election in Senegal and consider the implications for the country and markets.
Examining the strong possibility for emerging market stocks and bonds to outperform developed economies this year.
A look at the measures aimed at supporting Korea's stock markets, which take a page out of Japan’s playbook.
For decades, fund finance has been the area in which large global banks operated. Nowadays, it is coming into the realm of institutional investors.
A look at the opportunities and cautions in the long-dollar credit market.
In a world of macroeconomic flux, we look at why investors should consider infrastructure an attractive opportunity.
A look at three key developments that may help provide access to the emerging market equity dividend opportunity over the long term.
Hosts Paul Diggle and Luke Bartholomew discuss why higher inflation volatility may be here to stay.
With no signs of its near-term momentum waning, why India is poised to continue its outperformance of other major economies in 2024.
Central banks have so far waged a successful campaign against inflation. But with the end in sight, will the last mile be the toughest to cross?
Discussing the current challenges and opportunities facing the Chinese economy on the latest podcast.
While we expect the US economy to achieve a soft landing in 2024, it may not completely be out of the danger zone.
In this episode, we discuss the rising US inflation in January and the challenges of bringing inflation back to the target.
We shake out our eight long-term, structural economic key calls to better prepare for tomorrow’s uncertainties.
Why we remain somewhat cautious about the Year of the Dragon with our 2024 growth forecast staying at 4.4%.