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Economy

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Real rates differential remains wide

Real rates differential remains wide.png

Global investment efficient frontier

Global investment efficient frontier .png.png

Fed "Dot Plot"

Fed %22Dot Plot%22.png

Emerging Markets share of global GDP since 1996

Emerging markets share of global GDP since 1996.png

Emerging Markets FX remains cheap from a long-term perspective

Emerging Markets FX remains cheap from a long-term perspective.png

Emerging Markets debt/GDP is less than half of developed markets since 1998

Emerging Markets debt:GDP is less than half of developed markets since 1998.png

7-year asset class real return forecasts

7-year asset class real return forecasts.png

International growth relative to value (forward P/E ratio)

International growth relative to value (forward P:E ratio).png

Correlations (rolling 12-month) since 1990

Correlations (rolling 12-month) since 1990.png

Wholesale price inflation in the U.S. since 1750

Wholesale price inflation in the U.S. since 1750.png

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