Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
How to enhance portfolio returns while limiting investment costs
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
When fundraising gets easier, investing is more challenging. In this late stage of a historically long recovery, private equity investors have three choices.
China’s economic revolution continues to be one of the defining stories of the 21st century.
What investors should consider
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
Markets, economy, stocks, growth, global, fixed income, international, asset classes