Optimism faded following an agreement in principle for a “phase one” trade deal between the U.S. and China as details of the agreement underwhelmed market participants.
Themes from the quarterly Quantitative Beta Research Summit
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
The S&P 500 could hit 10,000 by the mid-2030s
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
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.
Themes and implications from the Global Equities Investors Quarterly
Pension Pulse Summer 2019
A systematic back-test of MSCI ESG ratings