The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Environmental, Social and Governance (ESG) in Emerging Markets
With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.
Investors are concerned about the deterioration of corporate debt quality.
Trade was the hot topic of 2018, with the U.S. administration engaging in negotiations with many major trading partners.
In the third quarter, emerging market (EM) earnings and earnings expectations cycles finally began to turn. Reported profits and margins rebounded off their cyclical lows and earnings estimates moved out of negative territory, diminishing a headwind that
Markets have bounced back nicely in 2019 after a volatile December due to concerns of rising rates, peak economic and earnings growth and geopolitical tensions.
J.P. Morgan Asset Management's Dr. David Kelly discusses the trade battle between China and the United States and its impact on investment portfolios.
Global markets and multi-asset portfolios