This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
U.S. stocks rallied this week and the S&P 500 posted its single best day in roughly eight months, welcome news to investors struggling through recent volatility. Some of this performance may be tied to G20 summit optimism and cheaper starting valuations.
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Long-term Capital Market Assumptions 2017 Theme-Credit cycles
This paper examines the recovery progress seen in European markets since the start of 2015.
The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
Following two years of double-digit positive performance, emerging market (EM) equities have reversed course this year.
With last year���s stock market volatility continuing into the first week of 2019, it is clear that investors are to an extent, the volatility seen at the end of 2018 was driven by concerns around the potential for an earnings recession in 2019.