Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.
The performance of the US dollar significantly diverged from relative rate spreads
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Pension funds can build better portfolios by adopting strategies used by insurers
Voting procedures and guidelines for North America, Europe, Middle East, Africa, Central America, South America and Asia.
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
Over the past week financial markets have reacted negatively to the President’s announcement of tariffs on steel and aluminum, mainly due to fears of a trade war that could reduce global trade.