Markets, economy, stocks, growth, global, fixed income, international, asset classes
In the wake of the Global Financial Crisis, all eyes are on dynamic, responsive funding strategies that can deliver long-term goals in a risk-aware way.
Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
In an environment already characterized by low inflation and low interest rates, monetary stimulus will likely continue to be relatively ineffective.
Market sentiment towards the Chinese currency has shifted significantly
While tariffs remain a concern, the key issue is the degree���which we deem moderate���of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
EURUSD should be rangebound
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
Trade rhetoric is dominating news flow, weighing on risk assets. What could be the implications for US growth and inflation, and how is the outlook reflected in valuations?
Central banks across the globe recalibrated their policy stance in the first week of May, making it clear that inflation is not the sole driver of their decisions. What does this suggest for the future direction of monetary policy?