This paper examines the recovery progress seen in European markets since the start of 2015.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Emerging market equity: If you wait for certainty, you miss opportunity
As investor demand fuels fundraising and intensifies the competition to put capital to work, we advocate partnering with an investment manager that has experience, prudence and skill, and has achieved returns over multiple cycles.
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
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
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