The global economy appears to be heading out of a soft patch within its continued expansion. In the..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

The road ahead for risk assets looks pretty smooth right now. But valuations have already baked in..

Macro Strategies, Sovereign Research, Market Outlook

The subprime consumer sector has come a long way since the dark days of the financial crisis...

Securitized Research

It’s no secret that people are living longer. Falling fertility rates indicate that, on average,..

Equity Research, Infographic

We remain cautiously optimistic on emerging markets (EM) in 2019 despite a challenging 2018.

Emerging Markets, Market Outlook, Sector Outlook

The ISM’s^[1]  US manufacturing surveys are widely recognized gauges of economic health. They’ve..

Macro Strategies, Friday Fact