The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
Market sentiment towards the Chinese currency has shifted significantly
The performance of the US dollar significantly diverged from relative rate spreads
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.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.