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
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
This bulletin discusses the implications of negative interest rate policy
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Expected returns and correlations of asset classes.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.