Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
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
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David Kelly, the Fed, interest rates
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
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Over the past week financial markets have reacted negatively to the President’s announcement of tariffs on steel and aluminum, mainly due to fears of a trade war that could reduce global trade.