The year started with global macro data and quantitative valuations moving in opposite directions. Can this trend continue, or will one side give way?
Dovish central banks have the potential to extend the cycle—and therefore the positive environment for credit. Despite the strong performance year to date, we see opportunities for selective investors.
2019 PRI Scores
While weaker headline earnings growth in future quarters could unsettle investors, many underlying factors suggest corporate health remains strong. What is the full story for investment grade credit?
Switzerland is well known around the world for its high prices, with a Big Mac or a Starbucks latte costing over USD 6 each. The Swiss National Bank (SNB) itself describes the Swiss franc as “highly valued”, but it is less clear to us that the currency is
China’s monetary and fiscal efforts to manoeuvre a soft landing and cope with pressure from increased trade tensions are beginning to pay off. What are the broader implications?
How will the Brexit negotiations conclude?
European political landscape: Greater fragmentation and polaristaion leads to higher uncertainty.
Key findings from the Multi-Asset Solutions Strategy Summit
Dr. Kelly's commentary for July 2015