Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
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
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Factor investing through the cycle
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
Key findings from the Multi-Asset Solutions Strategy Summit