China’s recent blitz of education, technology, property and gaming regulations has triggered a..

Macro Strategies, Sovereign Research, Emerging Markets, Geopolitics

We believe global growth in 2021 will remain strong, though a grand global reopening looks..

Macro Strategies, Sovereign Research, Market Outlook, Infographic, COVID-19

What do you get when banks consolidate, capital requirements escalate, lending standards rise and..

Credit Research

The United States has finally reported strong gains in payrolls after months of sluggish growth...

Macro Strategies, COVID-19, Recovery

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