We’re seeing early signs of stabilization in global manufacturing. Central banks appear committed..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

Investors seem skittish about the balance of risks in financial markets. On the one hand, we expect..

Macro Strategies, Market Outlook

Global economic activity indicators are signaling that the manufacturing-driven slowdown has not..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

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

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

Emerging Markets, Market Outlook, Sector Outlook