Private equity: A potential source for enhanced returns
Characteristics and Implementation Considerations for Private Equity
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.