Emerging market equity: If you wait for certainty, you miss opportunity
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
This paper examines the recovery progress seen in European markets since the start of 2015.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.