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

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

Fixed Income, Market Outlook