Debt, consumers and technology: Three trends that will define China
How China deals with the challenges of rising debt, a transition to a consumer economy and the technological ‘arms race’ with the West will have big implications for investors.
Read more
The EM competition for capital
The Chinese economy is attracting more foreign capital due to structural changes and its belated entry into major bond and equity indices. These shifts could have significant implications for other emerging markets.
Read more
Us vs them: Ian Bremmer on politics, trade and technology
We speak to the political scientist about the long-term themes affecting emerging markets, from the trade war to technological automation to climate change.
Read more
ESG: A keystone for stronger emerging markets
Economic development is at a crossroads for emerging markets, and the road ahead will need to be paved with environmental, social and governance considerations.
Read more
The EM framing fallacy: Emerging market debt and the trials of a misunderstood asset class
How we frame things deeply affects how we process information and subsequently act on it. So much so that, despite convincing evidence to the contrary, it can be extremely hard to shake off a fabled preconception. It seems that once a label sticks it can be very hard to dislodge.
Read more
Sovereign interests: ESG matters in emerging market debt
The emerging market debt universe offers investors an expanding pool of opportunities that may be better assessed when integrating environmental, social and governance factors.
Read more
AIQ: The Tech Edition
Bill Gates famously noted: “We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten.” We explore the wide-ranging investment implications of innovation and technological progress in AIQ: The Tech Edition.
AIQ: The Climate Edition
Can the world get back on track towards meeting the commitments of 2015’s Paris Agreement? From science to psychology; from land use to big data; we examine the challenges posed by climate change and assess potential solutions.
The Little Book of Data
Visual vignettes to help us better understand the world and provoke thought, sign up to receive our hard copy coffee table book of data visualisations, The Little Book of Data.