Global Country Risk Blogs

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April Global Economic Outlook

We forecast global real GDP growth of 3.0% in 2015, a rise from the 2012-2014 average of 2.7%. However, this improvement will come with significant differentiation between economies. Most major...

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Global Macroeconomic Themes (Update)

Here, we reiterate some of our key global macroeconomic themes, as outlined in a recent feature article in our online service. US To Outperform Other Developed States US Dollar Bull Market...

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Emerging Markets Update

Below is a selection of emerging markets-focused stories from our online service and weekly Emerging Markets Monitor publication:   CEE: Government Spending Unable To Halt Slowdown Government...

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Global Equities: DM Surging Against EM

Over the long run, we continue to favour developed market (DM) over emerging market (EM) stocks, as the structural underpinnings in DM turn into tailwinds, while those of EM turn into headwinds. In...

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