The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
The S&P 500 could hit 10,000 by the mid-2030s
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.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
Themes from the quarterly Quantitative Beta Research Summit
Themes and implications from the Global Equities Investors Quarterly
Pension Pulse Summer 2019
A systematic back-test of MSCI ESG ratings
A strategic framework for building a private credit portfolio
North America, Europe, Middle East, Africa, Central America, South America, and Asia