EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
What would a Conservative government mean for sterling?
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con