Themes and implications from the Global Equities Investors Quarterly
North America, Europe, Middle East, Africa, Central America, South America, and Asia
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
The S&P 500 could hit 10,000 by the mid-2030s
Themes from the quarterly Quantitative Beta Research Summit
Pension Pulse Summer 2019
Pension Pulse Spring 2019
A strategic framework for building a private credit portfolio
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.