The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
We enter the second quarter with a constructive view on emerging markets debt (EMD). In our view, the combination of a dovish Federal Reserve (Fed)*, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Investors are concerned about the deterioration of corporate debt quality.
Transient market volatility has the potential to be thrilling
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
This bulletin discusses the implications of negative interest rate policy
Full 62-page report with analysis of all asset classes.