Assessing the impact and possible evolution of Fed policy
We have now seen actions, rather than just rhetoric, on U.S. China trade in a broad sense. While it will take markets some time to fully and appropriately price in the impact, it was encouraging to see markets not react too poorly to the first round of ta
Trade barriers, once constructed, are not easy to remove and their implementation is likely provide a slower backdrop for financial market performance.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.
We believe the Brexit negotiations will conclude with a relatively ���soft��� Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
LTCMA 2017 Macroeconomic Assumptions