This bulletin reviews the progress made in India's current reform agenda.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
This paper examines the recovery progress seen in European markets since the start of 2015.
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
Environmental, Social and Governance (ESG) in Emerging Markets
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.