This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
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
Investors are concerned about the deterioration of corporate debt quality.
Educational hub featuring an expanding set of tools and information.
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
Markets have bounced back nicely in 2019 after a volatile December due to concerns of rising rates, peak economic and earnings growth and geopolitical tensions.