A common thread across emerging markets is an improvement in their terms of trade, which is helping to strengthen external balances, support currencies and improve the earnings outlook for domestically-oriented sectors.
Strong demand, record issuance and resilient fundamentals helped keep global fixed income markets constructive in May—but tight valuations and rising dispersion mean selectivity remains key. Watch this video to find out more.
Within Private Credit, capital solutions strategies (also known as “Opportunistic Credit”) have emerged as a distinct and increasingly important sub-strategy.
Jim talks with equity strategist Chris Morahan about the annual reconstitution of the FTSE Russell equity indexes, designed to reflect changes in the U.S. equity market
May was marked by continued U.S. economic resilience, persistent inflation concerns, and a further repricing of monetary policy expectations, even as risk assets remained well-supported.
In the latest Global Equity Observer video, the International Equity Team explores why cybersecurity matters for companies and investors alike — and where they see both risks and opportunities.
Each June, the Russell Index Reconstitution quietly reshapes the U.S. equity landscape.
