Global Market Perspectives

Thematic Pieces

We publish occasional thematic pieces outlining our market views. Kindly find below a link to some of our thematic publications:

  1. Deflation Risks in the Developed World: Broad Global Macro and Market Implications: Download
  2. China as Focal Point in Ongoing Global Rebalancing: Risks and Opportunities: Download
  3. Emerging Markets’ Secular Investment Thesis Meets Mounting Inflation Pressures: Risk or Opportunity?: Download
  4. Is the Scheduled End to QE2 a Potentially Trend-Changing Event for Global Equities? Identifying Groups Likely to Outperform: Download
  5. Europe’s Deepening Debt Crisis as Global Event Risk: Portfolio Strategy Implications: Download
  6. Cyclical Outlook on EM Equities – May 2018: Download
  7. EM Equities: Three Decades of Wisdom Along With 10 Year Outlook – Mar 2019: Download