The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Pension Pulse Summer 2019
Pension Pulse Spring 2019
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.
A strategic framework for building a private credit portfolio
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
A systematic back-test of MSCI ESG ratings