Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Investors are concerned about the deterioration of corporate debt quality.
Transient market volatility has the potential to be thrilling
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
For this issue of Pensions & Investments, discover how investors are making strides towards positive allocations and real assets through yield and stable returns in a low interest rate environment.