Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
What are the implications of quantitative tightening for the global bond market?
What would a Conservative government mean for sterling?
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.
As widely expected, the European Central Bank (ECB) today announced its intention to extend its quantitative easing (QE) programme by nine months at least until September 2018, leaving the door open to a further expansion in size and duration if conditi