Markets, economy, stocks, growth, global, fixed income, international, asset classes
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.
Environmental, Social and Governance (ESG) in Emerging Markets
Key findings from the Multi-Asset Solutions Strategy Summit
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