Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
The performance of the US dollar significantly diverged from relative rate spreads
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Market sentiment towards the Chinese currency has shifted significantly
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
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%
Expected returns and correlations of asset classes.