The spread of the coronavirus and its impact on global economic activity is increasingly troubling investors.
Just as headwinds from trade policy were beginning to dissipate, the outbreak of COVID-19 has pushed the global economy into recession.
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
The expected implications of coronavirus for short-term growth are creating challenges for EM currencies vs. the dollar. While there are a lot of unknowns, we still see opportunities.
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?
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
The bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
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?