LTCMA 2017 Macroeconomic Assumptions
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Environmental, Social and Governance (ESG) in Emerging Markets
The yield curve inversion, has become a trusted signal of impending economic turmoil due to the close historical relationship between inversions and recessions.
Investors are concerned about the deterioration of corporate debt quality.
In the third quarter, emerging market (EM) earnings and earnings expectations cycles finally began to turn. Reported profits and margins rebounded off their cyclical lows and earnings estimates moved out of negative territory, diminishing a headwind that
Following two years of double-digit positive performance, emerging market (EM) equities have reversed course this year.
Global markets and multi-asset portfolios
With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.
Momentum investing is a strategy which looks at relative trailing 6- and 12- month price performance when determining which stocks to overweight. 2018 has been a good year for momentum stocks, which are up an impressive 11.4%*.