Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.
Market sentiment towards the Chinese currency has shifted significantly
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and 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.