We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
Equity investors spend a lot time looking for where earnings growth will be strong; what doesn't get as much attention is what happens after they're generated.
US exceptionalism shows signs of re-emerging, adding to the pressure on the euro. Could this cause the currency to break out of its recent range?
While the latest news provides dramatic headlines, Until the UK population shifts one way or another, it is unlikely the position of UK parliament will change.
Environmental, Social and Governance (ESG) in Emerging Markets
Oil prices have fallen sharply as investors assess the economic impact of the coronavirus. Could this present a buying opportunity in energy-linked fixed income sectors?
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
A pause in trade escalation is welcomed as it should allow the global economy to stabilize; however, investors shouldn’t assume trade tensions have gone away.
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.