Themes from the quarterly Quantitative Beta Research Summit
The S&P 500 could hit 10,000 by the mid-2030s
Incorporating Environmental, Social & Governance
A strategic framework for building a private credit portfolio
How to enhance portfolio returns while limiting investment costs
We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.
Key findings from the Multi-Asset Solutions Strategy Summit
It was another rollercoaster ride for equity markets but this time ending on a high note, with the S&P 500 Index delivering a thrilling 13.6% return in the first quarter, the best start to a year since 1998.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.