Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Markets, economy, stocks, growth, global, fixed income, international, asset classes
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
What investors should consider
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
A summary of the factors driving global markets over the last month.