Monthly Archives: August 2016

US Economic Outlook: Improving GDP Growth 

Recent US economic data indicate that the US may deliver growth of over 2% as well as modestly higher inflation for the second half of the year, for overall 2.0% GDP growth over the next 12 months. Solid employment should … Continue reading

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China: How Serious is the Debt Issue?

Emerging Markets (EMs) continue to drive global growth, with China still accounting for the lion’s share. However, China’s increasing debt remains a significant concern for global investors. Here, our featured contributor, Pioneer Investments’ Economist Qinwei Wang, takes a closer look at … Continue reading

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European Equities: Life After Brexit

One month on and European Equity investors could be forgiven for thinking the UK Referendum never happened; the market has displayed an impressive amount of equanimity regaining nearly all lost performance. Looking forward, should investors expect ongoing market composure or … Continue reading

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EMs: Are Emerging Markets Becoming Safer than Developed Markets?

When looking at global growth expectations for the near future, we continue to see a confirmation of the increasing weight of emerging markets (EMs) in the global economy and further divergences in the growth path between them and developed markets … Continue reading

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Japan: A New Wave of Policy Intervention?

Since the beginning of the year, macro conditions in Japan have remained quite weak. We expect that Japanese GDP will grow by 0.6% YoY in the current year 2016, and around 0.5% YoY in 2017, under a Low Low Trap … Continue reading

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