Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
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 opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Daily comprehensive market and economic trends through clear and compelling charts.
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Living in a less liquid world: The do's and don'ts for bond investors
Expected returns and correlations of asset classes.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.