Publications

Portfolio Allocation Trends: Reconsidering the Trump Trade

January 31, 2017

Shift back to bonds, emerging markets: ' Global fund investors reassessed the Trump trade in January, which had led to a strong shift out of bonds int

Modelo Peru: Unique Model, Unique Challenges, Bright Future

January 30, 2017

Modelo Peru is a historic collaborative effort to establish an inclusive national digital payments platform-Billetera Movil (Bim)-the first of its kin

Brexit Update: Torn between EU and US

January 30, 2017

UK Supreme Court upholds parliamentary sovereignty More involvement from Parliament will not significantly alter course Hard Brexit from EU remains ba

IIF Dispatch: Update from Brazil

January 30, 2017

Despite a delayed recovery, we come back cautiously optimistic from our recent trip to Brazil. The ongoing policy course is setting the foundation for

On the Record: The Trump Team

January 27, 2017

President Trump's economic team is taking shape, and we have compiled statements from the key players. As you'll see, there is some ideologically dive

Korea: Clouded by Uncertainty

January 26, 2017

The political crisis, structural impediments and weak exports are weighing on the economy. The Constitutional Court is expected to uphold last Decembe

Weekly Insight: Fools Rush In

January 26, 2017

Markets push the boundaries A busy week for the ECB PBOC-tightening up? Russia-poised for Trump Korea-clouded by uncertainty Sub-Saharan Africa-tight

Emerging Markets Bank Lending Conditions Survey - 2016Q4

January 26, 2017

EM bank lending conditions worsened in 2016Q4 Some recovery in loan demand More deterioration in funding conditions NPLs continued to rise, but at a

Nigeria: Investing in a Cashless Future

January 25, 2017

With the launch of the National Financial Inclusion Strategy (NFIS) in 2012, Nigeria, a signatory of the Maya Declaration, took a first step in suppor

Ghana: New Government Inherits Economy On The Mend

January 24, 2017

The new government has inherited an economy on the mend with growth set to accelerate, the current account deficit narrowing, and inflation and intere

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