At this point in the third quarter of 2024, the global economy continues to expand; however, the..

Macro Strategies, Sovereign Research, Market Outlook

In 2023, the cloud of headline risks swirling around emerging market (EM) corporates (COVID,..

Emerging Markets

A flurry of negative economic and geopolitical headlines have battered Chinese equities over the..

Equity Research, Emerging Markets

Feeling a little queasy after this week’s volatility? You’re not alone. On Monday, 5 August, equity..

Macro Strategies, Market Outlook

The disinflation trend has continued, and a shift to easier monetary policy appears to be underway...

Fixed Income, Market Outlook

Our latest analysis of corporate health highlights a modest divergence between the positive..

Credit Research, Macro Strategies