Markets, economy, stocks, growth, global, fixed income, international, asset classes
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
What investors should consider
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
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