The Middle East appears on the cusp of a major economic and social transformation.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Despite facing banking-sector upheaval, the Fed rightly keeps its eye on inflation.
Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.
Taking stock of small caps with an eye on the market environment ahead.
Five key bond valuation metrics for financial professionals and portfolio managers.
Is there a statistical relationship between fund flows and market price moves?
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
Back in the International Monetary Fund’s embrace, Egypt has no option but to advance structural reforms if it wants to avoid liquidity strains morphing into solvency concerns.
There are exciting investment opportunities within the resources sector created by the need for sustainable construction.
Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.
President Lula faces a Brazil that is very different to when he first came to office. The Emerging Markets Debt Hard Currency team explore the outlook for Brazil and the three constraints influencing Lula’s pursuit of his populist agenda.