We are in the home stretch of what has been a record year for global elections, with roughly half..

Macro Strategies, Sovereign Research, Geopolitics

The Greek poet Archilochus wrote, "The fox knows many things, but the hedgehog knows one big thing."

Fixed Income

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