COVID-19 and turbulence in the oil market have been reshaping daily life, economic fundamentals and..

Equity Research, Commodities, Emerging Markets, COVID-19

We are bullish on emerging market (EM) equities for 2020 given valuations, continued low interest..

Equity Research, Emerging Markets, Market Outlook, Sector Outlook

Turkey is back in the headlines again. The country launched a military offensive into Syria and is..

Equity Research, Infographic

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

Equity Research, Infographic

US bank shares are in a bear market.[i] The KBW Bank Index[ii] fell 20% in 2018. That’s much worse..

Equity Research

To wrap up 2018, we took a look back at the year’s most popular blog posts. Not surprisingly, they..

Macro Strategies, Equity Research, Bank Loans, Fixed Income