Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
An update from the front lines of the Trade War, with a focus on implications for investors
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
EURUSD should be rangebound
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Eye on the Market: The Verdict
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy