Emerging market equity: If you wait for certainty, you miss opportunity
The UK economic and equity landscape post-Brexit
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
This paper examines the recovery progress seen in European markets since the start of 2015.
Long-term Capital Market Assumptions 2017 Theme-Credit cycles
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.