Without adjustment on the home front, we believe that President Donald Trump's push to reduce the trade deficit is unlikely to improve the US trade balance, or boost domestic employment and growth. However, his outspoken approach and questioning of the prevailing trade system may be the very jolt that global trade negotiators need to update their thinking and move ahead with a constantly changing global economy and patterns of trade.
As unpopular as it may sound, the response to climate change may require the global economy to move to a model based less on 'relentless growth'. But can we wean ourselves off consumption?
Across the world, more women participate in the formal labour market than ever before. But as the quality of women's employment varies widely, what can be done to reduce international differences?
Last year's market darling, Argentina, now finds itself in a vicious cycle of a weakening currency, rate hikes, lower growth and higher debt. So how can the country avoid a liquidity crisis turning into a full-blown crisis?
Following a hugely volatile summer, emerging markets rebounded in September. Is the comeback sustainable?
Emerging market assets have rallied strongly since late 2018. But is this justified? And should we differentiate between the fundamentally stronger and weaker economies?
With the tide of global risk sentiment tending to lift – or sink – all emerging markets (EM) boats, how do we spot the ‘leaky’ ones?