The valuation of emerging market (EM) equities relative to those in the developed world is the lowest it has been in recent memory. All else equal, this ought to lead to superior returns over the...

Although the Volkswagen emissions scandal refuses to go away, euro-zone equities have performed well recently, bolstered by a weaker euro amid growing expectations that the ECB will add additional...

Whether or not the FOMC decides to raise rates for the first time in December or early next year, we think Treasury yields will climb from their current levels for two key reasons.

The relief rally in Turkish markets is likely to fizzle out before long as it becomes clear that the AK Party will deliver more of the same. Our expectation is that equities will lag behind those...