2014 Third Quarter Outlook
Where BBH outlines our expectations for the quarter ahead, including the impact of recent ECB announcements, the state of the rally in emerging markets, and why Kenya and Nigeria may be proving that Africa is again attractive to foreign investors..
Articles from our Current Issue

Emerging Markets Continue to Rally

We discuss our expectations for the continued rally in EM, driven by a landslide political victory in India, stabilization in China and expectations for Brazil's October election.
Quarter 3 2014

Abenomics: Not the Structural Fix Japan Needs

While the first two arrows of Abenomics have been successful, we discuss how the third is unlikely to pack the same punch.
Quarter 3 2014

Previous Issues

FX Quarterly Quarter 2 2014

BBH Currency Strategists provide their outlook for the second quarter including identifying five forces that are shaping global investment, why they are cautiously optimistic on emerging markets, and key changes to look for at the Fed.

FX Quarterly Quarter 1 2014

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 4 2013

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 3 2013

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 2 2013

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 1 2013

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 3 2012

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 2 2012

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 1 2012

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 4 2011

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings