macroeconomics

Still a good case for long-duration assets

Japan favourable to China

'Muddle-through' scenario for the economy

Knee-jerk reactions could become self-fulfilling

India's MSCI weighting will become smaller

In the developed world, inflation expectation is noise

Entering a 'monetary policy arms race'

Sustainability, geopolitics and the 'Woodford liquidity crisis'

Environmental, social and governance considerations increasingly important in EM

Global bond yields continue to crash through zero