Markets, economy, stocks, growth, global, fixed income, international, asset classes
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
What investors should consider
What are the potential investment implications of factor based investing?
Why consider factor based fixed income investing?
Where is the value in emerging markets equities?
Where can investors find sustainable sources of return?
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.