Several frontier markets have exited long periods of default and have now embarked on a path of recovery. Innovation in the sovereign debt restructuring architecture can spell opportunities for investors.
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.
Considering how the U.S. election may influence markets leading up to November and which policies are worth monitoring.
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
Geopolitical factors have a significant impact on companies, including those that are enabling AI.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.
Tunisia has defied its detractors for now, but medium-term economic challenges remain.
The Emerging Markets Debt Hard Currency Team see tailwinds for the asset class even amid an outlook of global uncertainty.
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.
Highlights and key insights from the Annual Meetings of the World Bank Group and International Monetary Fund.