Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Themes and implications from the Global Equities Investors Quarterly
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