This bulletin reviews the progress made in India's current reform agenda.
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
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 paper examines the recovery progress seen in European markets since the start of 2015.
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.