RRG Global Macro Weekly - Poland and Malaysia Face External Forces in 2019
Poland: Could be a beneficiary of Brexit if Poles return to boost domestic demand. Unemployment of 5.5% provides room for workers. Brazil:...
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FOMC Signals that Its Next Move Could Be Either up or Down; It'll Be "Patient" In Deciding that Move
"In light of global economic and financial developments and muted inflation pressures, the Committee will be patient as it determines what future...
514 Views
EM Active Fund Performance:Â Difficult 2018, but Long-Term Outperformance Remains
2018 was a year to forget for many active GEM managers. Absolute returns were the worst since 2011 and, relative to the I-Shares MSCI Emerging...
561 Views
U.S. Equity Strategy: Defensive Areas Weakening; Broad Market Attempting to Bottom
In this report we detail our U.S. investment thesis and provide a detailed technical appraisal of the broad market, as well as highlighting...
684 Views
Bearish U.S. Outlook Intact
Wednesday's rally in U.S. equities was likely nothing more than a brief bear market rally, as confirmed by Thursday's sell-off.  All the major...
666 Views