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Global Debt
When It Comes to Growth, In China We Trust

China is slowing, but we expect the government will act as needed to stabilize growth.

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By
Meral Karasulu
| February 06, 2019
Global Debt
Manuel López Obrador: Fiscally Conservative Leftist?

We are cautiously optimistic in our outlook on Mexico as AMLO makes his mark.

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By
Wim Vandenhoeck
&
Franco Ditri
| January 30, 2019
Global Debt
Should We Worry About the U.S. Housing Slowdown?

The U.S. housing sector is likely to remain soft this year after peaking in early 2018.

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By
Turgut Kisinbay
| January 14, 2019
Global Debt
Short-Term Volatility, Potential Opportunities in India

India’s economic outlook is improving, though the potential for near-term volatility remains.

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By
Wim Vandenhoeck
| December 17, 2018
Global Debt
Growth, Inflation, Rates: What We See Ahead for Japan

We expect solid growth, low inflation, higher rates, and an aggressive Bank of Japan in 2019.

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By
Turgut Kisinbay
| December 07, 2018
Global Debt
Why EM Local Fixed Income Now?

Hemant Baijal explains why we now see emerging market local currency debt as highly attractive.

November 29, 2018
Global Debt
Turkey Contagion and Opportunity

Turkish market contagion may create buying opportunities for emerging market investors.

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By
Hemant Baijal
&
Chris Kelly
| August 27, 2018
Global Debt
Greek Economy Begins New Era as Bailout Ends

The end of Greece’s bailout program begins a new chapter in Greek economic history.

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By
Turgut Kisinbay
| August 21, 2018
Global Debt
The Demise of Emerging Markets Has Been Grossly Exaggerated

In our view, the global growth cycle is still intact.

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By
Hemant Baijal
&
Claudia Castro
| June 14, 2018
Global Debt
Our Fundamental View on the Dollar Has Not Changed

Despite its recent rally, we continue to anticipate a weakening dollar in the medium term.

Bw our fundamental view on the dollar has not changed 620x349
By
Hemant Baijal
&
Turgut Kisinbay
| May 17, 2018
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