Recent thinking

Fixed income

Reform: A route to resilience in emerging markets?

13 Jan. 2020

Following a series of IMF meetings in Washington, D.C., Carmen Altenkirch and Dariusz Kedziora discuss their views on how reform prospects may shape emerging market debt.

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AIQ Features

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House View

A quarterly publication which encapsulates the thinking of our investment team.

Executive Summary

A summary of our outlook for economies and markets.

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Key investment themes and risks

The six key themes and risks which our House View team expect to drive financial markets.

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Macro forecasts: charts and commentary

Our round-up of major economies; featuring charts and commentary.

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Global market outlook and asset allocation

What our House View means for asset allocation and portfolio construction.

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