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July 2, 2015
Discussions during our recent visit to Cairo underlined that a year after his election, President Sisi still faces an uphill struggle to shift the eco

July 2, 2015
Indications are that, contradictory signals from Tehran notwithstanding, an agreement (of some sort) will be reached on Iran's nuclear program by July

July 2, 2015
The recent drop in Chinese equities is a healthy correction after a sharp sentiment fueled rally. Continued near-term volatility seems likely, but at

July 2, 2015
The Greek debt crisis has intensified recently after talks with official creditors broke down. A deposit freeze has been imposed, Greece failed to pay

July 2, 2015
The ramping up of infrastructure investment has enhanced medium-term growth prospects, but increased short-term vulnerabilities. Capital inflows have

July 2, 2015
Uneasy markets ahead of the Greek referendum Greek referendum: "YES" ahead by a nose China-continuing monetary easing U.S. labor market tightening-ste

June 29, 2015
The growth recovery is being driven by countercyclical support

June 29, 2015
The Greek drama has entered a new and dangerous stage.' The chances that an unruly rush of events could precipitate an escalating default on Greek gov

June 26, 2015
During our recent visit, discussions centered on the likely outcome of the coalition government negotiations, and their implications for Turkey's near

June 25, 2015
Despite well-meaning initiatives in the past, India has lagged behind in financial inclusion. This time around, the combination of a determined new go

June 25, 2015
Global Growth - A mixed bag Greece -' down to the wire yet again! Japan - Growth Strategy 3.0 TPP - Finding a way forward Enhancing the role of

June 24, 2015
The European Commission's initiative to build capital markets union (CMU) is intended to lead to a decisive, long-term deepening and integration of Eu

June 24, 2015
With the budget already strained due to rapid growth in government spending in recent years, lower oi

June 24, 2015
The European Commission's proposed Capital Markets Union (CMU) is an ambitious and broadly welcome initiative. Building the role of financial markets

June 18, 2015
Lower Fed dots send dovish signal Oil Prices-bearish short term, but tighter market by Q4 Global bond portfolio allocation drop to its lowest level

June 18, 2015
Fixed-income: While high-yield and EM corporate bonds have outperformed year to date, higher bond market volatility, lack of market liquidity and heig

June 17, 2015
In December 2014, we introduced a new series of allocation indices to track the relative weight of different asset classes and countries in the portfo

June 17, 2015
We expect this strategy to have a limited impact due to executi

June 17, 2015
Prime Minister Modi's economic program has had many achievements in his first year in office and the second year priorities are sound. There were impo

June 16, 2015
In just a few years, the Philippines has transformed its economy on all fronts, gaining a well-deserved investment grade. Next year's elections could
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