The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
Pension Pulse Summer 2019
Pension Pulse Spring 2019
Market sentiment towards the Chinese currency has shifted significantly
The performance of the US dollar significantly diverged from relative rate spreads
Pension Pulse Summer 2018
Global markets and multi-asset portfolios
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.