The global economy is in the midst of a major rebalancing, and many themes we have tracked since..

Macro Strategies, Market Outlook, Infographic

Many characteristics make bank loans stand out from their fixed income peers, but here are three..

Bank Loans

The global average equity risk premium (ERP)–is 6.5%.

This is good news for equity investors. With..

Equity Research, Chart of the Week

Over the last 10 years, the Chinese economy was drugged into growth through excessive amounts of..

Sovereign Research, Chart of the Week

Plans for normalization deferred, not derailed

"Today the FOMC signaled that plans for interest..

Macro Strategies, Equity Research, The Fed, Central Banks

By 2020 it is projected that 70% of the world’s population will own a smartphone - 1.2 billion..

Equity Research, Infographic