Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Interest Rate Policy
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.
Market sentiment towards the Chinese currency has shifted significantly