Cracks are starting to appear in five highly leveraged economies: Canada, Australia, Norway, Sweden..

Macro Strategies, Sovereign Research, Infographic

The Year of the Dog may not be known for being the most auspicious, but for China’s local,..

Emerging Markets, Fixed Income

We expect a constructive global growth environment to persist into 2018. While there is potential..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

For many investors, it’s pretty unsettling to hear that the market’s “fear gauge” is suddenly on a..

Equity Research

Volatility returned in a big way earlier this week. Over the past few trading sessions, equity..

Macro Strategies

We expect a continuation of the positive emerging market (EM) trends in 2018, albeit with possibly..

Emerging Markets, Market Outlook, Sector Outlook