Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
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.
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.
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.
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 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.
The performance of the US dollar significantly diverged from relative rate spreads
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.