We think that the best-performing countries in the MSCI EM Index so far this year will end up nearer the bottom of the class over the rest of 2019. That is because we expect the key factors driving...

Our downbeat view of the US economy is at odds with analysts’ upbeat assessment of S&P 500 earnings per share (EPS). This is a key reason why we forecast that the index will drop back sharply later...

While we think that interest rates will be cut in Canada, Australia and New Zealand over the next couple of years, we suspect that this will be more of a boost to their government bonds than a drag on...

We have revised down our already-bearish end-2019 forecast for the euro against the US dollar. Nonetheless, we still think that the exchange rate will bounce back in 2020 as looser monetary policy in...