Tightening financial conditions, marked by higher interest rates and volatility, have injected an..

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

Beta, delta, omicron. Each emerging variant of the SARS-COVID-2 virus (the virus that causes..

Macro Strategies, COVID-19

Supply chain issues, slower growth in China and the lingering impact of COVID-19 have created a..

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

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

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

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

Macro Strategies, COVID-19, Recovery

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

Equity Research, Emerging Markets, COVID-19, Recovery