AdvancedEconomies
AEs
+4
Mar 6, 2025
•
13 min read
The role reversal in emerging and mature markets
Policy volatility has receded in many EMs but increased in the G7.
Russia
+3
Jan 16, 2025
•
12 min read
Can European governments meet Trump’s defense spending demands?
The incoming U.S. President has set a 5% of GDP defense expenditure threshold.
Macro
+3
Dec 5, 2024
•
12 min read
Which emerging markets have the best demographic growth?
Many - but not all - emerging markets are set to benefit from demographic tailwinds
Macro
+4
Oct 24, 2024
•
11 min read
Rising uncertainty fails to rattle global markets
High economic-political uncertainty paired with low volatility amplifies market risks
