Beyond Bulls & Bears

A Macro View of Recent Market Volatility

A Macro View of Recent Market Volatility

When we look at how much market panic there has been, you’d be under the impression China is headed full-speed into full-blown recession. That is not our call. We expect moderation in China’s growth and continue to see it as healthy.

China: Searching for a New Equilibrium

China: Searching for a New Equilibrium

Overall, based on our detailed analysis, we believe China will remain on course … while the economy shifts toward consumption, services and higher value-added manufacturing. This could have important implications for the global economy.

Hasenstab in Ukraine, on Ukraine

Hasenstab in Ukraine, on Ukraine

Unleashing Africa’s Potential

Unleashing Africa’s Potential

Hasenstab: Much Ado About Fed Tapering

Hasenstab: Much Ado About Fed Tapering

The Case for Emerging Market Debt

The Case for Emerging Market Debt