Tag: Global GDP Growth

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IMF: Policy Pivot, Rising Threats

The International Monetary Fund (IMF) recently released its October World...

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IMF: Navigating Global Divergences

The International Monetary Fund (IMF) recently released its latest World...

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Why an Emerging Market ex China Strategy Offers a New Opportunity Set

Summary China’s growing dominance in the emerging market universe has...

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The US Macro Week That Was

We continue to be more bearish than the consensus and...

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A Time for Dividends to Shine

The past decade has been an exceptionally profitable period to...

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Macroeconomic Outlook 2022: Compression, Decompression, Absorption

Key points We expect pressure on global supply to gradually...

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Global Factor Views – October 2021

Macroeconomic and equity market backdrop Growth   Overall we expect...

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