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EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
EM currencies have struggled when the PMI has been falling, and thus its equity returns have underperformed versus the U.S. and other developed markets.
I went on a search for Democratic Socialism in the real world. I ended up halfway around the globe from where I began. A story in pictures.