Opportunities in public and private equity in China
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
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Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
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
Preparing for IFRS 9: Investment implications for insurers
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Macron conquers, but France remains deeply divided
Vincent Juvyns, Global Market Strategist, gives us the latest update on the French Presidential Elections and impact this has on investors.
Guide to the Markets – Europe - 4Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Guide to the Markets – Europe - 3Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Preparing for IFRS 9: Investment implications for insurers
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Quarterly Perspectives - Europe
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Eye on the Market 2016 Outlook - Key Topics
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
2011 Long-term Capital Market Return Assumptions
2011 estimates and the thinking behind the numbers. Executive summary