The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
Where can investors find sustainable sources of return?
Is the gap closing between US equity returns and the rest of the world���s?
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market?
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
The S&P 500 could hit 10,000 by the mid-2030s