Environmental, Social and Governance (ESG) in Emerging Markets
Two things we said we needed – fiscal stimulus from the US government and corporate bond purchases by the Federal Reserve (Fed) – have now happened. Does that mean it ‘s time to start buying corporate bonds and, if so, how far down the quality spectrum?
The global COVID-19 outbreak, and the government-mandated lockdowns that ensued, caused risk assets to drop at an unprecedented pace over the first quarter of 2020.
The spread of the coronavirus and its impact on global economic activity is increasingly troubling investors.
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.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
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?