Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Investors are concerned about the deterioration of corporate debt quality.
Global markets and multi-asset portfolios
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
The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
Following two years of double-digit positive performance, emerging market (EM) equities have reversed course this year.
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%*.
The U.S. economy is growing at an above-trend pace, and the rest of the world seems to be finding its footing.
Fixed income has struggled thus far in 2018, with the Bloomberg Barclays U.S. aggregate down 1.6% year-to-date. But in this period of rising interest rates, not all fixed income is responding uniformly.
A weekly review of global markets and multi-asset portfolios