We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Pension Pulse Summer 2019
Pension Pulse Spring 2019
North America, Europe, Middle East, Africa, Central America, South America, and Asia
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
A strategic framework for building a private credit portfolio
Why the US dollar may not be as overvalued as you think
Themes from the quarterly Quantitative Beta Research Summit