The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
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.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Disruption and the core infrastructure investor
Impacts of disruption on the core infrastructure investor
The how and why of diversification
Article highlighting why now is a good time for investing in infrastructure
Global markets and multi-asset portfolios