We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
The first rate rise in a decade was widely expected by markets.
In this month���s podcast, Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
In this year���s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.