Small businesses in the US are becoming more cautious about the economic outlook – the National Federation of Independent Business’ (NFIB) Small Business Optimism Index fell 1.3 points to 101.8 in September.
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
Key findings from the Multi-Asset Solutions Strategy Summit
Incorporating Environmental, Social & Governance
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Themes from the quarterly Quantitative Beta Research Summit
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.