The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
Key findings from the Multi-Asset Solutions Strategy Summit
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
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.
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
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
The S&P 500 could hit 10,000 by the mid-2030s
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.