Our infographic executive summary provides a broad overview of our 2020 Long Term Capital Market Assumptions.
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
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.
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.
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
This paper examines the recovery progress seen in European markets since the start of 2015.
Eye on the Market 2018 Energy Edition
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.