Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
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 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.
LTCMA 2017 Macroeconomic Assumptions
The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
Investors are concerned about the deterioration of corporate debt quality.
Global markets and multi-asset portfolios