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.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
This bulletin reviews the progress made in India's current reform agenda.
Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
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.
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
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.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.