I didn’t anticipate the downturn in emerging markets, but my long-term outlook for EM is still positive.
Predictions of the twilight of the growth cycle may be exaggerated.
Equity Strategist Talley Léger addresses investors’ top concerns in the current environment.
Krishna Memani finds hope in the underlying trends that could support continued growth.
In a recent podcast, CIO Krishna Memani discusses the outlook for the second half of 2018.
While risks are rising, it’s not yet time to wave the white flag on this business cycle.
Despite concerns about trade, it is monetary policy support that will keep the cycle going.
The political crisis in Italy may cause near-term pain for global equities and debt.
We still believe the dollar will weaken—and that emerging markets present opportunities.