Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
Policy risk has gained focus more recently as climate change-related laws and regulations emerge globally.
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.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
2011 estimates and the thinking behind the numbers. Executive summary
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.