Thought Leadership

  • Too busy to have babies?

    Too busy to have babies?

    Too busy to have babies? Most of MSCI EM is past peak working age population

  • Guatemala

    Guatemala

    Central America’s largest economy Guatemala is a 3.5% growth story without significant imbalances (assuming remittances continue). It should be growing faster, but for growth to break out on the upside, a significant step up in infrastructure and investment will be needed, funded by improved government tax collection with stronger institutions to support investment and FDI.…