In emerging market equities, we see reasons to focus on value stocks and areas with attractive valuations.

North American oil and gas production will likely be a critical input to the global growth engine, and the midstream sector underpins this growth.

How can investors navigate volatility arising from late-cycle fiscal stimulus?

Emerging Asia provides fixed income investors with a rapidly expanding and increasingly diversified opportunity set.

U.S. Tax reform is likely to be a net positive for corporate bonds, but active credit selection remains key.

Expansions don’t die of old age – something kills them. What could bring about the end of the current one?

What does backwardation in the oil futures curve mean for commodity investors?

The ECB’s exit from QE will continue to be a major factor influencing markets, particularly if it happens faster than anticipated.

A stable but insecure global economy leaves no room for complacency.

Improving credit quality for U.S. housing debt could make mortgage-backed assets an attractive option.

The U.S. will likely face recession in the next five years. How should investors prepare?

The yawning gap between emerging market (EM) and developed market (DM) fixed income yields highlights continued opportunity in EM debt. Investors may want to adjust their allocations accordingly.

After a decade of outperformance, growth stocks were outpaced by value stocks last year. Andrew Pyne explains why we expect value will continue to lead equity markets for some time to come.

Ever since the Fed announced an explicit 2% inflation target, actual inflation has fallen short. This chart shows the widening gap.

U.S. stock and bond markets have usually risen after presidential elections, as shown in the chart, which tracks returns after the previous nine bids for the White House.