We expect EM currencies to weaken against the US dollar in 2019, with the South African rand and Colombian peso likely to fall by more than most. The Argentine peso and Turkish lira will probably be...

We think that loose monetary policy and safe-haven flows will keep the German 10-year government bond yield around its current level this year and next. Yields in most other “core” countries are also...

The outlook for the euro-zone economy has deteriorated sharply in recent months, prompting us to revise down our growth forecasts for the region. In this Update we discuss the implications of these...

We think that EM Asian equities are set for more pain in 2019 despite their generally positive start to the year, and suspect that they will again be among the worst performers in the MSCI EM Index...