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
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Just as headwinds from trade policy were beginning to dissipate, the outbreak of COVID-19 has pushed the global economy into recession.
Key findings from the Multi-Asset Solutions Strategy Summit
Environmental, Social and Governance (ESG) in Emerging Markets