Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
This paper examines the recovery progress seen in European markets since the start of 2015.
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
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