Guide to the Markets
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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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
Factor investing through the cycle
What are the potential investment implications of factor based investing?
Factor investing in fixed income
Why consider factor based fixed income investing?
Factor investing in alternatives
What value does alternative beta bring to institutional portfolios?
Understanding the global dynamics of e-commerce
What are the growth drivers of global e-commerce?
Making allocation decisions across emerging markets
Where is the value in emerging markets equities?
The right time for emerging markets equities
The benefits of active management
Preparing for IFRS 9: Investment implications for insurers
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies