This week, the Federal Reserve (Fed) revealed itself to be even more dovish than generally perceived, both in the caution with which it assesses the current state of the economy and in its projections for the economy and interest rates.
Global markets and multi-asset portfolios
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
The UK economic and equity landscape post-Brexit
DC Pension Plans in the UK <br>An Analysis
Long-term Capital Market Assumptions 2017 Theme-Credit cycles
Time-tested projections for resilient portfolios
LTCMA 2017 Macroeconomic Assumptions
In the third quarter, emerging market (EM) earnings and earnings expectations cycles finally began to turn. Reported profits and margins rebounded off their cyclical lows and earnings estimates moved out of negative territory, diminishing a headwind that