Guide to the Markets
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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Multi-Asset Solutions Weekly Strategy Report
Optimism about a U.S.-China trade deal, and data releases suggesting recent global industrial weakness may have bottomed, lifted risk assets in November.
Investing sustainably
Environmental, Social and Governance (ESG) in Emerging Markets
Global Asset Allocation Views
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
11_1088
11_1088
Global Asset Allocation Views
Key findings from the Multi-Asset Solutions Strategy Summit