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This quarter has not been an easy one for most investors.
The question is not whether there will be a recession, but how deep and how long. Discover whether investors look set to be relieved or disappointed.
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
A summary of the factors driving global markets over the last month.
Discover how growth stocks have surpassed value stocks since 2007, and the economic scenarios in which value could once again outperform growth stocks.
Our Market Insights team take a look at the political event of 2020 and how the US election may affect financial markets.
As the value factor is mired in one of its worst drawdowns in history, we analyze its underperformance and explain why we think it is cyclical, not structural.