Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
As global energy intensity declines and petroleum supply becomes more flexible, a damaging late-cycle oil price spike appears less likely.
Themes and implications from the Global Equities Investors Quarterly
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
We enter the second quarter with a constructive view on emerging markets debt (EMD). In our view, the combination of a dovish Federal Reserve (Fed)*, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile