The investment implications of tax reform
Investment Outlook 2018
The results of the US midterm elections were largely in line with expectations, with one important wrinkle.
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE
This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
Article examining the economic effects and investment implications of the US fiscal cliff agreement