While Global Growth Remains at Risk, Recession is Unlikely
Despite a shift in investor sentiment, global growth remains at risk. In the latest volume of quarterly outlooks, PGIM’s leading macroeconomic and investment experts share their insights on geopolitical risks, central bank dovishness, the potential rebound of the Chinese economy, and much more.
A Trifecta for EM Equity Outperformance? A Dovish Fed, Steady Dollar and China Stimulus Could Fuel Emerging Markets
Having been cautious on emerging market equities for most of 2018, QMA’s Global Multi-Asset Solutions Team has recently shifted to a more positive stance, tactically adding to our EM equity allocation. QMA believes that the global macroeconomic backdrop for EM has improved, and there is a strengthening case for EM outperformance. In this new white paper, QMA explains their latest thinking.
Key Equity Themes for 2019
Jennison Associates’ 2019 outlook discusses key equity themes for the year and the sectors that might offer the best opportunity.
What Hamilton Has to Teach Us About Todays Market
Using the phenomenally successful Broadway musical as an allegory, Maggie Stumpp teases apart exactly what is – and is not – a crowded trade, and why it matters for investors hoping to insulate portfolios from the types of disruptions we could face in the months and years ahead.