We expect key issues that have materialized this year to be influential in market movements going forward.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.
How the Russia/Ukraine conflict is driving European energy policy.
Considering long-term themes in industrials during the latest stretch of market volatility.
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.
Equity market signals and economic data indicate U.S. consumers are tolerating higher energy prices – for now.
The domino effect of rising prices from the disrupted supply of commodities and resources from Russia and Ukraine could have far-reaching effects across EMs.
While Russia is being distanced from the EM universe through exclusion from debt and equity indices, its role as a key commodity exporter will have far-reaching effects across emerging markets that investors need to consider.