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
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
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.
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
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