Incorporating Environmental, Social & Governance
Markets, economy, stocks, growth, global, fixed income, international, asset classes
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Key findings from the Multi-Asset Solutions Strategy Summit
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly