Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Global markets and multi-asset portfolios
Investors are concerned about the deterioration of corporate debt quality.
A weekly review of global markets and multi-asset portfolios
With returns likely more sparse and volatility likely more frequent, knowing what you own will prove paramount with regard to portfolio construction.
2011 estimates and the thinking behind the numbers. Executive summary
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
Expected returns and correlations of asset classes.