We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
Market sentiment towards the Chinese currency has shifted significantly
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.
DC plans should consider adding multi-asset credit strategies to their default strategies
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
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An update from the front lines of the Trade War, with a focus on implications for investors.