This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
This bulletin discusses the implications of negative interest rate policy
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
The length of the coming recession depends on the monetary and fiscal response. With market technicals proving challenging, do current valuations compensate investors for increased default risk?
The spread of the coronavirus and its impact on global economic activity is increasingly troubling investors.
Concerns remain heightened around both the spread and the economic repercussions of the COVID-19 virus. We assess the gamechangers to the situation over the past week, and what it would take to stabilise markets.
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
While the latest news provides dramatic headlines, Until the UK population shifts one way or another, it is unlikely the position of UK parliament will change.
Amid the recent heightened market volatility, high quality credit has benefited from the substantial rate rally. Will this relationship persist, or could high quality credit trade like a risk asset?
Environmental, Social and Governance (ESG) in Emerging Markets