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Blog Dollar Strength: Sum of All Fears Dollar Strength: Sum of All Fears The dollar is set to weaken as fears over last year’s shocks abate.
Blog The Big Freeze: Sanctioning Russia Raises Questions on Other Currencies The Big Freeze: Sanctioning Russia Raises Questions on Other Currencies Sanctions on Russia’s foreign currency reserves will likely stymie the rise of the Chinese renminbi as a competitor to the U.S. dollar.
Viewpoints LatAm Secular Outlook: Investing in the Age of Transformation LatAm Secular Outlook: Investing in the Age of Transformation Latin American economies face complex structural challenges, yet we also see select opportunities for investors created by global secular trends – country selection is expected to be critical.
Viewpoints Emerging Markets in the Age of Transformation Emerging Markets in the Age of Transformation As accelerated disruption transforms the macro environment, we expect more volatility – and investment opportunity – within emerging markets.
Blog Emerging Markets Through the Looking Glass: Signs of Growth Potential Post-Pandemic Emerging Markets Through the Looking Glass: Signs of Growth Potential Post-Pandemic Natural herd immunity in predominantly young emerging markets populations looks set to offset slower vaccine rollouts, setting the stage for a resurgence in economic growth.