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Sort by: Newest | Oldest | Relevance 1/10 of about 41 Results 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. Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights. Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure 2011 estimates and the thinking behind the numbers. Executive summary 11_1089 Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy Article examining the economic effects and investment implications of the US fiscal cliff agreement
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