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The performance for local and hard-currency emerging markets (EM) debt was bolstered in Q3 2024 on support from an improved macro backdrop. We expect strengthening EM currencies, attractive real ...

At the time of writing, consumer staples appear out of favour and somewhat overlooked. Since the end of the pandemic in 2022, while the sector’s earnings have grown in the mid-single digits per year, ...

From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. Whether it’s hardware, software or age-old businesses, ...

Tariffs have long been used by governments as a tool to protect domestic industries and increase government revenue, but their broader economic impact is complex and far-reaching. Recently, ...