The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Is the gap closing between US equity returns and the rest of the world’s?
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Emerging market equity: If you wait for certainty, you miss opportunity
The UK economic and equity landscape post-Brexit
Do we still see promise in emerging market growth?
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
The S&P 500 could hit 10,000 by the mid-2030s
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.