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
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting
Modestly but steadily lower returns
Themes and implications from the Global Equities Investors Quarterly
The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
Long-term Capital Market Assumptions 2017 Theme-Credit cycles