We expect solid growth, low inflation, higher rates, and an aggressive Bank of Japan in 2019.
Hemant Baijal explains why we now see emerging market local currency debt as highly attractive.
Turkish market contagion may create buying opportunities for emerging market investors.
The end of Greece’s bailout program begins a new chapter in Greek economic history.
In our view, the global growth cycle is still intact.
Despite its recent rally, we continue to anticipate a weakening dollar in the medium term.
We believe a mix of U.S. and international fixed income can enhance risk-adjusted returns.
China’s New Era: Power consolidation, continued tightening bias to manage financial risks.