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Dollar Strength: Sum of All Fears

The dollar is set to weaken as fears over last year’s shocks abate.

The Big Freeze: Sanctioning Russia Raises Questions on Other Currencies

Blog

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.

LatAm Secular Outlook: Investing in the Age of Transformation

Viewpoints

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.

Emerging Markets in the Age of Transformation

Viewpoints

Emerging Markets in the Age of Transformation

As accelerated disruption transforms the macro environment, we expect more volatility – and investment opportunity – within emerging markets.

Emerging Markets Through the Looking Glass: Signs of Growth Potential Post-Pandemic

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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.

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Dollar Strength: Sum of All Fears

Dollar Strength: Sum of All Fears

The Big Freeze: Sanctioning Russia Raises Questions on Other Currencies

The Big Freeze: Sanctioning Russia Raises Questions on Other Currencies

LatAm Secular Outlook: Investing in the Age of Transformation

LatAm Secular Outlook: Investing in the Age of Transformation

Emerging Markets in the Age of Transformation

Emerging Markets in the Age of Transformation

Emerging Markets Through the Looking Glass: Signs of Growth Potential Post-Pandemic

Emerging Markets Through the Looking Glass: Signs of Growth Potential Post-Pandemic