Explore our thinking about today's financial markets
Difficult conditions persist in emerging markets
June 19, 2019 | Equity
The trajectory of China’s economy, the outcome of global trade tensions and local elections will determine the performance of emerging-market assets.
Filter recent posts by:
Capital Markets Outlook
Caution with a chance of bearishness
July 9, 2019 | Capital Markets Outlook
We are shifting our tactical allocations as weaker data give us doubts about current earnings expectations.
Fixed Income Outlook
Bonds rally as the Fed hits the pause button
April 24, 2019 | Fixed Income Outlook
The outlook for global growth has cooled in 2019.
Equity Outlook
What happened to value stocks?
June 14, 2019 | Equity Outlook
Our views on the valuation spread, why investors don't want value, and which approaches may work best in the changing equity landscape.