We are in the home stretch of what has been a record year for global elections, with roughly half..

Macro Strategies, Sovereign Research, Geopolitics

The line between economics and politics in emerging markets (EM) is becoming increasingly thin,..

Equity Research, Emerging Markets, Election, Geopolitics

Recent G-7 discussions about imposing caps on the price of Russian oil and gas have led to some..

Macro Strategies, Sovereign Research, Geopolitics

China and Russia have long had a common interest in undermining the US-led global order, in my..

Macro Strategies, Emerging Markets, Geopolitics

Last week, we outlined three possible scenarios for the Russia-Ukraine conflict and their..

Macro Strategies, Geopolitics

Rising tensions between Russia, Ukraine and NATO[i] have the world on edge, and many investors..

Macro Strategies, Geopolitics