Country Risk Blogs

Global Economic Growth Facing Headwinds

There is increasing evidence that global growth is stuttering, with recent data from the world's largest economies suggesting that Q2 2014 expansion may have been worse than originally thought....

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Forthcoming Special Reports From BMI

We are currently producing several special reports for release in December 2013 and January 2014. First up, as you might expect, we are working on our outlook for 2014, which will cover the global...

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Global Equities: DM Surging Against EM

Over the long run, we continue to favour developed market (DM) over emerging market (EM) stocks, as the structural underpinnings in DM turn into tailwinds, while those of EM turn into headwinds. In...

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