What investors should consider
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
The key political, macro and credit risks that insurers may want to address in 2019.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
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
David Kelly, the Fed, interest rates
Listen to previous series on a variety of investment topics, asset classes and current themes
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?