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CIO Insights
What Recession?

Lower global growth is likely in 2019, but recessionary fears are misplaced.

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By
Krishna Memani
| April 18, 2019
CIO Insights
Another Day, Another Dovish Central Bank: The ECB Edition

The European Central Bank signals it may be turning dovish.

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By
Krishna Memani
| April 11, 2019
Markets & Economy
The Curve Inverted. Don’t Worry.

The market cycle shows no signs of ending any time soon, despite the inverted yield curve.

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By
Brian Levitt
| March 26, 2019
Markets & Economy
If U.S. Stocks Stumble, Will EM Stocks Fall?

As market correlations decrease, the benefits of international diversification increase.

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By
Talley Léger
| March 25, 2019
CIO Insights
Fed Is Beyond Patient. It Is Uber-Dovish.

The U.S. Federal Reserve capitulates on raising interest rates.

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By
Krishna Memani
| March 21, 2019
CIO Insights
MMT: Confusing a Political Idea with a New Economic Theory

So-called Modern Monetary Theory is gaining traction, but would have negative economic consequences.

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By
Krishna Memani
| March 07, 2019
Markets & Economy
Emerging Markets Are Poised for Transformational Growth

Our new EM Report offers insights on how developing markets could drive global growth.

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By
Krishna Memani
&
Justin Leverenz
| March 05, 2019
Markets & Economy
Emerging Markets Are a Hotbed of Innovation

Digital banking is revolutionising financial inclusion in emerging markets.

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March 05, 2019
Markets & Economy
We Expect Better Performance from Emerging Markets in 2019

As U.S. growth likely slows, the growth potential of emerging markets may come to the fore.

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By
Krishna Memani
&
Brian Levitt
| March 05, 2019
Markets & Economy
We See Better Conditions for Global Debt Markets in 2019

After a challenging 2018, we see positive developments across most emerging markets.

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By
Hemant Baijal
&
Wim Vandenhoeck
| March 05, 2019
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