#Valuations: another reason to like #convertiblesecurities now https://t.co/dQnMEUlyAO
We start 2018 with conditions—low market volatility, fuller valuations and rising rates—that could change quickly, challenging assumptions.
Global growth conditions, dollar weakness and relative valuations are among the factors that support our constructive view for international risk assets.
Volatility’s 2017 Vanishing Act
Mobile app usage is an example of how FinTech is driving emerging markets growth, with China and India (whose mobile use has been enabled by subsidized unlimited 4G access) leading worldwide adoption. In addition to ranking first in app downloads, China also is the largest market by consumer spend.
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