Our 2020 Long-Term Capital Market Assumptions (LTCMAs) present our forecasts for economic growth, inflation and asset returns over the next 10 to 15 years.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
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.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
An update from the front lines of the Trade War, with a focus on implications for investors
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.
Themes from the quarterly Quantitative Beta Research Summit
The S&P 500 could hit 10,000 by the mid-2030s