The Time For Emerging Markets
Emerging markets are diverse and we see the growth prospects for certain countries as remaining excellent (and, in our view, sustainably so) irrespective of commodity prices and consequent global trade gyrations. We believe there are many heavily under-penetrated sectors providing...
Mid-Year Market Commentary
Investors entered 2017 with the anticipation that the Trump administration would usher in a period of fiscal stimulus which could reaccelerate economic growth.
Common Misconceptions About the Current Bull Market
Jeff Mortimer’s September Investment Update discusses common concerns about the current bull market and how misconceptions can cause investors to miss out on opportunities.
The Mounting Case For EAFE Equities
We think the U.S. election outcome and a shift in global sentiment have created pockets of compelling investment ideas in Europe and Japan. We see a resumption of trends that began to play out over a year ago when U.S....
Where In The WEO Are We?
Twice a year, staff of the International Monetary Fund (IMF) rolls out forecasts for over 190 economies for the next five years.