Markets, economy, stocks, growth, global, fixed income, international, asset classes
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
What investors should consider
The potential political, macro and credit risks insurers may want to address in 2019.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.