Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
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.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
The performance of the US dollar significantly diverged from relative rate spreads