Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* EM Watch, Jon Harrison, Larry Brainard, Bo Zhuang, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 16 Oct 2017
* EM Watch, Jon Harrison, Larry Brainard, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 9 Oct 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, 5 Oct 2017
* EM Watch, Larry Brainard, Jonathan Fenby, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 2 Oct 2017
* EM Watch, Jon Harrison, Larry Brainard, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 25 Sep 2017

See all our Emerging Markets research >>

Strategy Flash

Overview

The publication of the minutes of the April FOMC meeting this week has put the prospect of a June rate hike back on the table, and serves as a reminder that risk appetite can decline as easily as it can increase. We highlight the likely relative beneficiaries if EM equity investors start to reduce risk. In this report we focus on statistical relationships but we will consider the economic fundamental drivers of these relationships in a subsequent...

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