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Ben Shrewsbury and Tiago Rodrigues join host Nick Robinson on the latest podcast to discuss commodities, including the recent copper prices.
We look to set some expectations in the US small cap space while reminding investors of their compelling opportunity for growth.
The potential growth for Asia’s technology sector is as compelling as its US equivalent, but unlike the US tech giants, it is a natural option for income investors.
Exploring the potential investment opportunities in emerging markets as we enter a new multi-year upcycle for shipbuilding.
Gold surged while ETF investors sat out. Could an upcoming Fed rate cut be their invitation to join the rally? Bob Minter examines why now may be the perfect opportunity to invest in precious metals.
Discussing the challenges and opportunities in the emerging market debt landscape for the second half of 2024 on the latest podcast.
A better way to manage China risk? Nick Robinson joins host Tom Harvey to discuss this and more on the latest podcast.
Examining how investors can navigate the latter half of 2024 – and prepare for potential election market volatility – in our latest quarterly outlook.
A look at how factors that helped support emerging market growth in Q2, including pick-up in manufacturing, are set to persist in the near term.
We unpack some of the reasons why China will remain a contender for years to come.
We expect interest rate cuts as cooling inflation gives central banks room to breathe. But what are the things that could go wrong with this forecast?
A look at how China's electrification is set to spark geopolitical tensions.
Deputy Chief Economist James McCann joins hosts Paul Diggle to discuss the nature of “Globalization 3.0”, and what it means for the economic outlook and financial markets.
Why the “true” stance of monetary policy depends on where policy interest rates sit relative to an estimate of the equilibrium rate of interest.
A look at how Emerging Asia economies – and Mexico – are benefiting from a shift in global supply chains.
The traditional trade engine has stalled, but other aspects of global integration continue to deepen. However, this “Globalization 3.0” is threatened by a hostile political backdrop.