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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 …

Library » Updating Our Economic Overview and Market Outlook

September 12, 2012 | Market Commentary

For the third year in a row, solid first quarter global equity market performance and investor optimism has taken a hit as a result of yet another growth scare and a flare up of the European Union (EU) sovereign debt crisis. Rising concerns surrounding growth both in the developed and the …


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