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.
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
Themes and implications from the Global Equities Investors Quarterly
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
Themes from the quarterly Quantitative Beta Research Summit