From Our Global Desk

Prospects for Global Potential Growth: The Next Decade

The pace of global growth has slowed significantly during the past two years. After peaking at over 4% in 2017, it has softened to just above 3% at present, well below its two-decade average of nearly 3.7%.

LEARN MORE

The Future Means Business

Disruptive forces have led to the emergence of three new business models that are radically changing the investment calculus for institutional investors.

LEARN MORE

India-Ready to Step into China's Shoes?

India may be well placed to replicate China’s rise over the last three decades but the chance of success rests on India being able to drastically increase domestic savings and economy-wide productivity.

LEARN MORE
 

Uncovering Alpha Opportunities Emerging Market Corporates

In a late-cycle environment where investors’ ongoing search for yield has compressed credit spreads across a range of sectors, the nuances in emerging market corporate bonds have continued to present compelling opportunities.

LEARN MORE

2019 Q2 Capital Market Assumptions

We expect real economic growth in the developed economies to continue to moderate over the next decade, as it has for the last 30 years. Growth of the developed labor force is limited by domestic demographics, with no assumption for a significant offset from improved productivity growth.

LEARN MORE

The Technology Frontier

We are living in an era of unprecedented technological change. Contrary to popular sentiment, the disruption unleashed by these advancements has spread well beyond Silicon Valley start-ups and FAANG stocks – and will dramatically reshape almost every industry in the global economy.

LEARN MORE

Navigating an era of technology disruption

Technological change is going to shift the ground beneath our feet in ways that are quite profound for human lives and how we work.

PLAY VIDEO

The Economics of Global Aging: Gray Skies, Rays of Policy Hope

The global economy is in the midst of an accelerating demographic transition. Since roughly 2010, the share of the world’s population that is of working age (15-64 years) has peaked, and it is now trending down.

LEARN MORE

The Investment Implications of an Aging World

In a move that became front-page news around the world, China announced in late 2015 that it was abandoning its one-child policy. By lifting the restriction 35 years after its introduction, officials were tacitly acknowledging that the one-child law may have taken China down a demographic path that could now threaten its economic growth:

LEARN MORE

Emerging Markets at cross roads

Emerging markets will be the primary driver of global growth over the next decade, but a radical shift in the forces shaping emerging markets will require investors to take a quite different investment approach from what may have worked in the past.

LEARN MORE

The investment implications of urban expansion

This is the prime time of urbanization. Right now, 60 to 70 million people each year are being added to the urban population.

PLAY VIDEO