Markets, economy, stocks, growth, global, fixed income, international, asset classes
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
US economy, equities
With last year’s stock market volatility continuing into the first week of 2019, it is clear that investors are to an extent, the volatility seen at the end of 2018 was driven by concerns around the potential for an earnings recession in 2019.
U.S. stocks rallied this week and the S&P 500 posted its single best day in roughly eight months, welcome news to investors struggling through recent volatility. Some of this performance may be tied to G20 summit optimism and cheaper starting valuations.
Following two years of double-digit positive performance, emerging market (EM) equities have reversed course this year.
Mounting losses may result in this being one of the worst Decembers on record, and one of the worst years for equity performance in a decade.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.