Themes and implications from the Global Equities Investors Quarterly
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Themes from the quarterly Quantitative Beta Research Summit
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
Pension Pulse Summer 2019
The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
A possible change in Chinese currency policy?
UK wages grew at the fastest pace since 2008 in July, with the three-month average growth rate for wages including bonuses reaching 4% year on year.
The trade dispute between the US and China shows few signs of resolution. Why are global tariffs rising, which economies are most vulnerable and how can investors position themselves for this more challenging environment?”