This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
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
Global markets and multi-asset portfolios
Environmental, Social and Governance (ESG) in Emerging Markets
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?