Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
Key findings from the Multi-Asset Solutions Strategy Summit
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Optimism faded following an agreement in principle for a “phase one” trade deal between the U.S. and China as details of the agreement underwhelmed market participants.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
A weekly review of global markets and multi-asset portfolios
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.