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As we near the end of the 2024, it is time to reflect looking back at the year that was, and what 2025 might bring.Despite the sometimes-bumpy journey, the economy performed better than expected th...
As inflation around the world continues to normalize, investors will contend with the new shape of policies in the U.S., which may impact growth but could bring favor to riskier assets in 2025.
Bond markets are jumpy once again following recent political developments. Rising deficits and renewed inflation risk mean bond market volatility, and with it the search for alternative sources of...
2025 Outlook
Proposed labor reforms in Jordan aim to encourage more women to join the workforce and increase the flexibility of the labor market.
Recent shocks in global macro policy and politics have caused big moves and reversals in equity markets. We examine two episodes and their implications.
President-elect Trump’s victory marks a watershed moment for the global economy and geopolitical landscape. ICG's Nick Brooks explains why and assesses the economic policy impact for Europe and China.
Monetary policy and investors’ assessment of how policy and economic growth might change in the future are some of the main drivers of bond market returns. We explore these concepts and what it mea...
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