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Global Debt
Global Debt: Quarterly Macro Update

Our Global Debt Team offers its quarterly update on worldwide macroeconomic conditions.

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July 24, 2018
Global Debt
The Demise of Emerging Markets Has Been Grossly Exaggerated

In our view, the global growth cycle is still intact.

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By
Hemant Baijal
&
Claudia Castro
| June 14, 2018
Global Debt
Our Fundamental View on the Dollar Has Not Changed

Despite its recent rally, we continue to anticipate a weakening dollar in the medium term.

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Global Debt
Enhancing Fixed Income Efficiency Through Diversification

We believe a mix of U.S. and international fixed income can enhance risk-adjusted returns.

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By
Hemant Baijal
&
Peter Strzalkowski
| April 27, 2018
Global Debt
Silent Revolution in China

China's New Era: Power consolidation, continued tightening bias to manage financial risks.

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By
Meral Karasulu
| April 02, 2018
Fixed Income
Rollin', Rollin', Rollin' on Emerging Market Local Debt

We see investment opportunities as a result of steeper yield curves in emerging markets.

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By
Wim Vandenhoeck
&
Anuranjan Sharma
| March 21, 2018
Global Debt
Why We See the Dollar Continuing to Weaken

Global economic trends indicate continuing U.S dollar weakness over the next few years.

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By
Hemant Baijal
&
Turgut Kisinbay
| March 06, 2018
Global Debt
South Africa: After Zuma, A Light at The End of The Tunnel

We are more constructive on South Africa in the wake of its change in leadership.

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By
Meral Karasulu
&
Wim Vandenhoeck
| February 22, 2018
Global Debt
Managing for Asymmetrical Risk in Emerging Market Local Debt

Locally denominated debt in emerging markets calls for a different risk-management view.

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By
Wim Vandenhoeck
| January 26, 2018
Global Debt
The Global Economy: Let Us Have Faith in This Expansion

We believe the global economic recovery still has room to run.

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By
Turgut Kisinbay
| January 02, 2018
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