Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting
With sentiment showing signs of improvement following recent macro data releases, is now the right time to build risk in portfolios?
Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
An update from the front lines of the Trade War, with a focus on implications for investors.