Why Brazil Must Build a (Fiscal) Wall

January 31, 2019 | Otaviano Canuto - Principal, Center for Macroeconomics and Development
Without reforms, financial markets’ optimism may crumble – and bring the house down.

Uranium, Not So Radioactive Anymore!

January 28, 2019 | Gregory Silberman - Chief Investment Officer, Atlanta Capital Group
50, 150, and 300 – Number of civilian nuclear power plants under construction, on order, and planned, respectively, which according to the World Nuclear Association are going to be looking for long-term Uranium contracts these coming decades.

A Silver Lining in Our Futures

January 21, 2019 | Gregory Silberman - Chief Investment Officer, Atlanta Capital Group
Over the last week spot prices of silver have jumped from 468.30 USD/KG to 493.06 USD/KG. And as I’ve always said – The Trend is Your Friend. So get on the silver train before it leaves the station.

World Bank: A Hummingbird on the Firing Line

January 14, 2019 | Otaviano Canuto - Principal, Center for Macroeconomics and Development
Attempts to submit the World Bank to bilateral agendas or extreme views can only harm and paralyze the hummingbird

The Top 3 Banking Trends for 2019

January 8, 2019 | David Horton - Managing Director, Global Head of Innovation
With recent U.S. stock markets plummeting to 1929 Great Depression levels and ‘No-Deal’ Brexit prospects in Europe, one could arguably claim that 2019 begins with all the key ingredients for an imminent ‘Finpocolypse’.

Interview: transformation of the banking industry

December 11, 2018 | Kaiser Naseem - Banking and Digital Transformation Advisory Services, International Finance Corporation (IFC)
Market insights by Kaiser Naseem, Banking and Digital Transformation Advisory Services for the International Finance Corporation (IFC). We’ve asked him to share with us his views for the banking and financial services industries transformation happening now.

Western Medicine by Eastern Wealth: Chinese VCs Invest in US Healthcare Startups

December 5, 2018 | Gregory Silberman - Chief Investment Officer, Atlanta Capital Group
China is doing what China does when in need of a tech boost. It has decided to invest in western companies via acquisitions, mergers, investments, and joint ventures.

It’s evolution, baby – how institutions can improve without critical junctures

December 3, 2018 | Otaviano Canuto - Principal, Center for Macroeconomics and Development
Daron Acemoglu and James Robinson caught policymaker’s attention to the critical role of institutions for development. Their work gives too much emphasis to the prospects of revolution, however. A reading of the World Bank’s World Development Report of 2017 points to directions that all actors involved in the process, whether domestic or international, elite or non-elite, can take to improve societies.

Benefits and costs of Islamic finance

November 14, 2018 | Otaviano Canuto - Principal, Center for Macroeconomics and Development
Islamic finance is a way of doing finance while respecting Islamic ban on interest-based transactions and ensuring risk sharing between parties in all operations.

Threat of ‘currency bullying’

November 9, 2018 | Otaviano Canuto - Principal, Center for Macroeconomics and Development
On 24 July the International Monetary Fund released its 2018 External Sector Report, its latest assessment of the current account balances of the world’s 30 largest economies. There was no major change relative to previous years, and the configuration of global surpluses and deficits that has prevailed since 2013 endures. However, there are reasons to expect more abrupt alterations ahead, particularly in the light of US fiscal easing at a time of high employment in the country. In the context of US-led trade wars, as well as recent bouts of Chinese exchange rate depreciation, it is possible that currencies will be subjected to their own war or ‘currency bullying’.