Publications

Podcast Episode 2: U.S. Budget Process

In the latest edition of Huuge! Everything you need to know about big changes in Washington, Steve McMillin, Partner at US Policy Metrics, and JD Fost

Netherlands Political Update: Preview of the March Election

The Dutch parliamentary election of March 15 kicks off a busy election year in Europe. It's the first in a series of European elections in which a rig

US Economic Update: Looking Towards 2018

We expect fiscal stimulus to fall short of lofty expectations We assume trade tension will stay shy of broad-based tariffs and more disruptive measure

Weekly Insight: Searching for the Feel-Good Factor

"¢ Bond bears circling "¢ US-growth outlook with major risks "¢ ECB-a step towards normalization "¢ Japan- twist and shout "¢ China-devils are in the

IIF Dispatch: Update from Tanzania

AT AN INFLECTION POINT During our recent visit to Tanzania, we saw mounting evidence that economic growth was slowing from its rapid pace of around 7

February 2017 EM Growth Tracker

EM Growth Tracker rises to 6.8% 3m/3m sa ar in February Strong industrial production growth continues to bolster overall growth' Trade data has been e

German Economic Update: Still Saving for a Rainy Day

We expect robust GDP growth to continue, driven by domestic demand Investment is set to boom, with the housing market a particular highlight Germany i

Argentina: Major Challenges Remain

Smooth access to external financing has allowed for a gradual policy shift Improved policies have progressively begun to pay off with growth strengthe

Emerging Europe: All Together Now

Real GDP growth in the region is likely to pick up in 2017 to 2.1% from 1.4% in 2015 and 2016. Higher growth reflects end of recession in Ukraine and

Portfolio Allocation Trends: Cautiously Optimistic

Global equity funds attracted over USD40bn in February, helped by expectations of earnings recovery' Exposure to euro area bonds lowest since 2013; st

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