In today’s special issue Eye on the Market, Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
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
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Vincent Juvyns, Global Market Strategist, gives us the latest update on the French Presidential Elections and impact this has on investors.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
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.
2011 estimates and the thinking behind the numbers. Executive summary