From Our Global Desk

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.

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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.

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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.

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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.

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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.

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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.

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