The pandemic has increased the public’s awareness of the racial wealth gap and the role that..

Equity Research

Investor fears about inflation and higher rates contributed to periods of selloff in emerging..

Equity Research, Emerging Markets, Market Outlook

The oil market is selling off on the news that OPEC+[i] will raise production by 400,000 barrels..

Credit Research, Commodities

For some time, bond investors have been yield hungry, even starved. In such an environment,..

Emerging Markets, Fixed Income

Like most risk assets, emerging market (EM) equities were hit hard by the pandemic, but they’ve..

Equity Research, Emerging Markets, COVID-19, Recovery

Global manufacturing appears to be roaring ahead. Global PMI[i] reached 56 in May, its highest..

Macro Strategies, Chart of the Week