Library

Library » Fourth Quarter 2016 International Perspective

January 24, 2017 | Market Commentary

Quarterly Market Review Global equity markets shook off an October decline and finished the fourth quarter markedly higher on the heels of Donald Trump winning the U.S. presidential election. Expectations for policies that could lead to greater economic growth, including tax reform, increased …

Library » Emerging Markets: Where Are They Now?

March 25, 2014 | Market Commentary

Investor nerves were on display early in 2014 as incoming macroeconomic data showed signs of softening and other notable developments led to worsening capital outflows from emerging markets, more currency weakness, and in some cases, decisive policy action. The pickup in volatility impacted a …

Library » The Water is Getting Warmer in Emerging Markets

September 13, 2012 | Market Commentary

We concluded our December 2011 Outlook Series piece: Emerging Markets: Dipping a Toe In, acknowledging the extraordinary growth prospects in the emerging world, which were even more compelling in the midst of the slow growth environment. To recap, as conditions evolved throughout 2011, valuations …


Loading...