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Differentiated approach aids emerging market assets

Location:

INT

US GDP upgrades are fuelling price fears and a bond market sell-off, but investors are differentiating more between EMs

AI augmentation and automation will alter job markets

Location:

INT

AI will lift global economic productivity over the coming decades, but also transform labour markets

Emerging markets growing old faster than growing rich

Location:

INT

Emerging markets are ageing at lower incomes than advanced markets, a policy challenge that will influence GDP prospects

Stimulating skills is key to emerging markets growth

Location:

INT

Human capital will become as key to low-to-mid-income countries as it is for high-income ones

Infrastructure will shape African internet trends

Location:

AFRICA

Internet use is expanding rapidly but infrastructure constraints will drive Africa along different paths to global peers

‘Green’ tech will power industrial commodity prices

Location:

INT

Demand will surge for the minerals for low-carbon technologies, but supply is concentrated and will lag, raising prices

World growth over 3% in 2020 rests on emerging markets

Location:

INT

Around 60% of 2019 global GDP is set to come from emerging markets, and as much as 66% by 2024, but many are fragile

Cloud cybersecurity will draw tighter scrutiny

Location:

INT

The reliance of public and private organisations on cloud infrastructure is rising

Global governance reform will be hard in the Trump era

Location:

INT

Voting at international financial institutions does not reflect GDP trends, leaving emerging markets with little voice

Pandemic response threatens climate funding shortfall

Location:

INT

Low- and middle-income states must spend more than 1% of GDP a year on environmental protection but budgets may narrow