Themes and implications from the Global Equities Investors Quarterly
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.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
The S&P 500 could hit 10,000 by the mid-2030s
Key findings from the Multi-Asset Solutions Strategy Summit
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Themes from the quarterly Quantitative Beta Research Summit