This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
What would a Conservative government mean for sterling?
Potential impact on U.S. pension funded status of 10-year Treasury yields going to 0%
Transient market volatility has the potential to be thrilling
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con