Markets, economy, stocks, growth, global, fixed income, international, asset classes
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
What are the potential investment implications of factor based investing?
Why consider factor based fixed income investing?
What value does alternative beta bring to institutional portfolios?
What are the growth drivers of global e-commerce?
Where is the value in emerging markets equities?
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies