Core Publications

Global Strategy Note

Portfolio managers and analysts turn to this three-to-five-page note for a macro-perspective on the news and current affairs that drive the global economic agenda.

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A look at U.S. equity valuations (PDF)
Global Strategy Note, January 2016
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Drowning in debt: Corporate debt in EMs (PDF)
Global Strategy Note, November 2015
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Client-driven research

Available as an in-person presentation only, we tailor our analysis to a client’s particular needs and objectives. Always insightful and objective, the research will include customized models, indicators, graphs and more.