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.
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
LTCMA 2017 Macroeconomic Assumptions
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
Global markets and multi-asset portfolios