Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Themes and implications from the Global Equities Investors Quarterly
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
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Securities Lending Overview
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
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.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.