Characteristics and Implementation Considerations for Private Equity
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Emerging market equity: If you wait for certainty, you miss opportunity
Private equity: A potential source for enhanced returns
The UK economic and equity landscape post-Brexit
Do we still see promise in emerging market growth?
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
Modestly but steadily lower returns