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2020

Outlook

Market Emerging Markets (Unconstrained) Outlook

12 July 2020

Latest Emerging Markets (Unconstrained) economic and market outlook. 

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2017

WorldWatch

Globe Beware! Disruption ahead

24 March 2017

Following the tumultuous geopolitical events of last year, it is reasonable to see 2017 as the beginning of a new stage in the post-crisis world economy, characterised by rising US rates, protectionism and increasing political tension. Likewise, 2017 could mark a new critical phase in disruptive innovation, which continues to transform industries around the world. In this edition of WorldWatch, we assess the potential impact of several particularly powerful disruptive forces.    

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2015

WorldWatch

Globe TT's surprises for 2016

1 December 2015

TT's Ideas Factory propose several potential investment surprises for the year ahead. 

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2014

WorldWatch

Globe TT’s surprises for 2015

17 December 2014

TT's Ideas Factory propose several potential investment surprises for the year ahead. 

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WorldWatch

Globe Emerging markets: picking up the baton

25 September 2014

We discuss how emerging markets are racing to implement structural reforms and the challenges and opportunities this presents for investors.  

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2013

WorldWatch

Globe Opportunity knocks for Emerging Markets

1 December 2013

It has become very consensual to be bearish on Emerging Market (“EM”) equities, but with a nascent synchronised uptick in the world economy in prospect for 2014 and with valuations for EM equities at historic lows, the risk/reward is becoming more finely balanced. We explore the main themes that will dominate markets in 2014, why the opportunities for EM investors are becoming greater and why long-term investors should begin the process of building exposure.

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2012

WorldWatch

Globe Next year's diary

13 December 2012

What happens next? Wouldn’t it be nice to know what events and surprises will end up filling those pristine blank pages in your 2013 diary? Professional forecasters (or ‘futurists’ as they prefer to be known) will tell you that the one thing you should never do with the future is predict it – but here at WorldWatch we know that the temptation to forecast the future is irresistible (and as Oscar Wilde said, the only way to get rid of temptation is to give in to it). It may be that not everything we forecast in our 2013 diary will come to pass, but some of it surely will …

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WorldWatch

Globe TT's 2012

2 January 2012

The arrival of the New Year diary should always be a moment for reflection. Whatever transpired in the year just past, good or bad, those blank pages for the year to come seem to offer the opportunity for change, for renewal: new people, new places, new ideas. A good thing too, you might say. The last twelve months have been unusually eventful, and many of those events have been ones that one might prefer to forget - in the hope that 2012 is going to be a lot, lot better.

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