Trade rhetoric is dominating news flow, weighing on risk assets. What could be the implications for US growth and inflation, and how is the outlook reflected in valuations?
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
As we hold our latest Investment Quarterly meeting, we take a look at how 2019 has played out so far. Dovish central bank policy has propelled markets to strong returns, but trade remains a key risk.
Key findings from the Multi-Asset Solutions Strategy Summit
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting
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.