We have now seen actions, rather than just rhetoric, on U.S. China trade in a broad sense. While it will take markets some time to fully and appropriately price in the impact, it was encouraging to see markets not react too poorly to the first round of ta
Do we still see promise in emerging market growth?
After a long and brutal U.S. Presidential election campaign, Donald Trump has emerged victorious, with Hillary Clinton conceding in the early hours of the morning, and Trump congratulating her on a hard-fought campaign.
This bulletin reviews the progress made in India's current reform agenda.
Investment strategies for a late-cycle environment
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found.
This paper examines the recovery progress seen in European markets since the start of 2015.
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.
Read our long-term return assumptions for alternatives. For investors looking to alternatives, thoughtful allocation and manager selection remain critical.