The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
How to enhance portfolio returns while limiting investment costs
As investor demand fuels fundraising and intensifies the competition to put capital to work, we advocate partnering with an investment manager that has experience, prudence and skill, and has achieved returns over multiple cycles.
Characteristics and Implementation Considerations for Private Equity
Private equity: A potential source for enhanced returns
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Vincent Juvyns, Global Market Strategist, gives us the latest update on the French Presidential Elections and impact this has on investors.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.