- Deflation Risks in the Developed World: Broad Global Macro and Market Implications: Download
- China as Focal Point in Ongoing Global Rebalancing: Risks and Opportunities: Download
- Emerging Markets’ Secular Investment Thesis Meets Mounting Inflation Pressures: Risk or Opportunity?: Download
- Is the Scheduled End to QE2 a Potentially Trend-Changing Event for Global Equities? Identifying Groups Likely to Outperform: Download
- Europe’s Deepening Debt Crisis as Global Event Risk: Portfolio Strategy Implications: Download
- Cyclical Outlook on EM Equities – May 2018: Download
- EM Equities: Three Decades of Wisdom Along With 10 Year Outlook – Mar 2019: Download
