Emerging markets should continue to grow rapidly over the next few years but, in contrast to the view of most commentators, we doubt that this will be of much benefit to the developed world.

The recent slump in equity prices is not necessarily a forerunner of a collapse in economic activity. However, the impact of previous episodes of asset price weakness has typically been mitigated by a...

Despite benefiting from generally better fundamentals, no emerging market (EM) is immune from the deepening problems in the US and Europe. Growth everywhere is likely to slow over the next year and...

The news that S&P finally pulled the trigger by cutting America's long-term credit rating from AAA to AA+ will surely rock the financial markets when they open on Monday. But any spike in Treasury...