Automation and artificial intelligence (AI) can boost productivity and long-term economic growth, but fears of joblessness are a real concern.
Developed market governments aren’t tackling high public debt levels, dating back to the global financial crisis. Will high debt to GDP lead to political pressure on central banks to keep rates low?
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
One of the mysteries of American economics is the emphasis on a “strong dollar.” Today’s overvalued-dollar has kept inflation too low and, for years, hurt U.S. manufacturing.
Pension strategies: Matching cash flows and managing liquidity
The cost of capital in China's changing markets
Long-term Capital Market Assumptions 2017 Theme-Credit cycles