Robeco Graph of the Week - Financial markets nervous about Italy ahead of new budget (20 Sep 2018)
A weekly analysis of interesting graphs on financial and economic markets from Robeco.
Currency Markets Outlook
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A framework for assessing the outlook for EM currencies (Record, Sep 18)
We discuss and apply a framework for assessing the outlook for EM currency returns. EM currency returns can be decomposed into the Real Interest Rate Differential (RID) return, the Real…
Argentina: Lingering Vulnerabilities in the Face of Uncertainty (PGIM, Sep 2018)
At its origin, the volatility in Argentina that began in a pronounced way in April has both idiosyncratic and global contagion components. Clearly, the Macro government is suffering from a confidence…
