The Federal Reserve announced new programs on March 23, 2020. Global Liquidity Portfolio Manager, Kyongsoo Noh, discusses these new facilities from the Fed.
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
Eye on the Market: The Verdict
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.
What investors should consider
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
As we compiled the 2018 edition of our Long-Term Capital Market Assumptions, the world economy has enjoying its best period of synchronized growth in more than a decade.