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Thought Leadership

Research is central to what we do


At Weighhouse, our research is 100% indendent. Our research is mostly bespoke, tailored to individual clients. But we do publish some of our insights here, particularly after trips, or on key themes of interest.

  • 25 year EM Periodic Table

    25 year EM Periodic Table

    To celebrate making it through a quarter of this century, here’s a technicolor look at 25 years of ranked Emerging Market equity returns.

  • 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.…