Markets, economy, stocks, growth, global, fixed income, international, asset classes
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
Discover how growth stocks have surpassed value stocks since 2007, and the economic scenarios in which value could once again outperform growth stocks.
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.
A summary of the factors driving global markets over the last month.
Equity markets experienced welcome respite in January, after a torrid end to 2018.
Michael reviews current market dynamics, walks through four investment strategies that have performed well over multiple cycles as this one enters its latter stages, and shares his thoughts on the Helsinki summit.
As the value factor is mired in one of its worst drawdowns in history, we analyze its underperformance and explain why we think it is cyclical, not structural.