Listen to previous series on a variety of investment topics, asset classes and current themes
Accommodative central banks and strong investor demand continue to support global fixed income. How long can this positive environment endure and what could trigger a reversal in sentiment?
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.
Emerging market debt has done well in 2019. Fundamentals for 2020 look reasonable and we see some opportunities, but risks persist, meaning a selective approach appears warranted.
Long-Term Capital Market Assumptions currency matrix for the Mexican peso
Long-Term Capital Market Assumptions currency matrix for the Canadian dollar
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con
Long-Term Capital Market Assumptions currency matrix for the Singapore Dollar
Long-Term Capital Market Assumptions currency matrix for the Japanese Yen
After global earnings growth ground to a halt in 2019, we expect a modest recovery this year—a key element of our positive view on equities as an asset class.