Lower than expected inflation numbers helped both equity and bond markets continue to trend higher in November. News from China supported this positive sentiment as the world's second largest economy finally showed signs of a shift away from their zero-COVID
The macroeconomic backdrop in 2023 will be a real test for companies, with the impetus for authentic solutions to sustainability challenges being greater than ever. Here, we share our perspective on key themes that will shape global markets in 2023
There’s a new reality taking shape in global markets. Many commentators are focusing on the rotation from growth to value, but I think that view is too simplistic. Some investors may be hoping for a return to normal after central
The U.S. economy: Looking beyond the cycle 2022 turned out to be another very difficult year. Widespread vaccination and less lethal strains of COVID-19 led to lower fatality rates, allowing most pandemic-weary populations around the world to move back toward
The sovereign debt crises threatening states in the Global South are less about fiscal mismanagement and more about monetary power in the global currency hierarchy, and until that issue is addressed, these states will continue to be vulnerable to debt
