The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across...

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Emerging Markets Charts and Views - Reasons for cautious optimism in 2022

The world is preparing to face its greatest ever challenges: the energy transition to fight the inexorable climate crisis and the development of an inclusive...

EM ready for a comeback, but volatility will remain high

We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.

The Covid-19 pandemic drove an unprecedented collapse in economic activity in H1, which was followed by a desynchronized rebound.

The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020.

Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant...

After enjoying stellar performance this year, moving into 2020, investors will increasingly ask whether the global economy will proceed towards a trade...

The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...

Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to...

After years of buoyant market conditions that have driven strong market performance across the board, investors are questioning for how long this “Goldilocks”...