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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

Total returns of the MSCI Emerging Markets Index (since 2000)

Total returns of the MSCI EM Index (since 2000).png

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

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

Rolling three-year returns annualized since 1979

Rolling three-year returns annualized since 1979.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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