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.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Analysis of Italy's highly volatile political environment, and the possible implications for the markets