Where can investors find sustainable sources of return?
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.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary