After ending 2018 at the very bottom of the returns table with a negative return of 14.2%, emerging market (EM) equities have had a strong start to the year. EM equities’ positive return of 7.4% over the month of January places it back at the top
Cyclically lower, structurally unchanged
Expected returns and correlations of asset classes.
This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
Michael Cembalest provides an overview of key topics covered in his 2017 Energy Publication and their potential impact on global markets.
Can you close the return gap?
U.S. stocks rallied this week and the S&P 500 posted its single best day in roughly eight months, welcome news to investors struggling through recent volatility. Some of this performance may be tied to G20 summit optimism and cheaper starting valuations.
The cost of capital in China's changing markets illustrated in an easy to read infographic.