Innovation in data transmission and renewable energy, a reopening economy and historic policy support are combining to create attractive infrastructure opportunities for investors looking to build more resilient portfolios.

Emerging market assets perform well in an environment of rising inflation and strong growth, even when yields are going up and developed market economies are outperforming.

The COVID-19 pandemic has disrupted lives the world over for more than a year. Its death toll will soon reach three million people. Yet the origin of pandemic remains uncertain: The political agendas of governments and scientists have generated thick clouds of obfuscation, which the mainstream press seems helpless to dispel.

The IIF provides ongoing, cutting-edge analysis of international capital flows. Our flagship products are the Capital Flows to Emerging Markets Report (twice a year), the monthly Capital Flows Tracker, and our various proprietary capital flows databases. In addition, we occasionally produce one-off research notes on topical issues.

The pandemic has laid bare deep divisions, but it’s not too late to change course