Where can investors find sustainable sources of return?
Emerging market equity: If you wait for certainty, you miss opportunity
The UK economic and equity landscape post-Brexit
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
Learn how applying Strategic beta can help investors access the benefits of active investments through a passive strategy. This case study also reveals how hese strategies look to address deficiencies in traditional market-cap weighted and single-factor i
This paper examines the recovery progress seen in European markets since the start of 2015.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Long-term Capital Market Assumptions 2017 Theme-Credit cycles