Markets, economy, stocks, growth, global, fixed income, international, asset classes
The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
What investors should consider
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