North America, Europe, Middle East, Africa, Central America, South America, and Asia
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
The S&P 500 could hit 10,000 by the mid-2030s
What investors should consider
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
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting
China’s economic revolution continues to be one of the defining stories of the 21st century.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.