The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
After a volatile December driven by concerns of rising rates, peak economic and earnings growth, and geopolitical tensions, markets have bounced back.
Attention is increasingly turning to the question of how and when the U.S. Federal Reserve will start to reduce the size of its balance sheet, now that it has begun raising interest rates.
The UK economic and equity landscape post-Brexit
Pension Pulse Spring 2019
Pension Pulse Summer 2018
Pension Pulse Summer 2019
A summary of the factors driving global markets over the last month.
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