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Economy

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Are we nearing the end of the Fed hiking cycle?

Are we nearing the end of the Fed hiking cycle?.png

Performance in rising rate environments

Performance in rising rate environments.png

Global credit cycles are increasingly unsynchronized

Global credit cycles are increasingly unsynchronized.png

Russell 1000 value index minus Russell 1000 growth index rolling 12 months since 1980

Russell 1000 value index minus russell 1000 growth index rolling 12 months since 1980.png

Relative market size and economic importance of Emerging Markets

Relative market size and economic importance of Emerging Markets.png

Real GDP growth, annual percentage change since 1980

Real GDP growth,annual percentage change since 1980.png

Performance of Emerging Markets relative to DM(gross total return) since 1989

Performance of Emerging Markets relative to DM(gross total return) since 1989.png

Non-Recessionary drawdowns&Recessionary drawdowns

Non-Recessionary drawdowns&Recessionary drawdowns.png

Net public debt, as a percentage of GDP since 1990

Net public debt,as a percentage of GDP since 1990.png

Intrayear max drawdowns by portfollo type since 1979

Intrayear max drawdowns by portfollo type since 1979.png

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