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A summary of the factors driving global markets over the last month.
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.
Discover why US stocks consistently outperform their European counterparts in the post-crisis period with a comparitive look at tech & financial sectors.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
Discover the latest reactions from global markets to the US China trade war. Tariff hikes and escalated tensions prove concerning for global expansion.