Themes and implications from the Global Equities Investors Quarterly
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.
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.
Securities Lending Overview
Vincent Juvyns, Global Market Strategist, gives us the latest update on the French Presidential Elections and impact this has on investors.
Emerging market equity: If you wait for certainty, you miss opportunity
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