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Stagflation Risks are Rising

Developed market inflationary pressures have been surprisingly subdued over recent years in spite of the robust money supply growth we have seen throughout the world and persistent efforts by...

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Crucial Decisions Approaching

Global political risks in the remainder of 2016 will be dominated by the US presidential election, the UK's 'Brexit' referendum, the war against Islamist terrorism, and ongoing 'great power' rivalry.

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Megatrends to 2050

The main megatrends in Sub-Saharan Africa (SSA) to 2050 will include an increasingly prominent services sector; slowly expanding middle class; huge growth in mobile financial services; greater...

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Global Political Risks: Megatrends to 2050

We expect the 'world order' to become considerably more disorderly between now and 2050. The US-led international system is giving way to a multi-polar world; dozens of countries will face growing...

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'Brexit' Implications for Autos

A decision to leave the EU would have net negative consequences for British autos manufacturing and would derail the industry from its current strong growth path. Leaving the EU will negatively...

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Brexit Q&A

With the date of the United Kingdom's referendum on European Union membership set for June 23, we thought it would be an opportune time to present an article answering some of the major questions...

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No End to Water Crisis in 2016

While a severe water shortage in Botswana is providing significant impetus for the government to invest heavily in water infrastructure, we do not expect this effort to translate into any tangible...

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