global outlook

Whatever you think Trump's actions over the next 4 years will deliver in capital markets, you're probably wrong.

The outlook for 2024 stands in stark contrast to the year we have just had.

Outperformance of megacap highfliers doesn't stand up to historical scrutiny as value stocks trade at 30% discount to long-term average PE

Nineteen months since the end of the COVID-19 recession, Morgan Stanley's Nathan Lim believes we are currently well into the middle of the current economic cycle. In...

The reopening trade in the short-term and accelerated structural trends in the long-term are presenting compelling opportunities in global markets. However, we believe...

Consider a crowded street fair, commonplace to so many of us just 6 months ago. Today, does the thought of visiting the food stalls and shops fill you with fear and...

The economic fallout from COVID-19 is different from other financial crises for a number of reasons. It is health rather than financial-market based, and it has...