Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
This is close to being the longest economic expansion on record. Nobody knows exactly when it will end, so it���s worth considering what investments could rise in value when equities and other risk assets fall during the next downturn.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Discover the latest reactions from global markets to the US China trade war. Tariff hikes and escalated tensions prove concerning for global expansion.
Allocating to multi-asset credit managers, who seek out alpha opportunities without constraint, can improve risk-adjusted returns for the average DB plan.
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
Are your private credit allocations positioned for uncertainty?
This week, the Federal Reserve (Fed) revealed itself to be even more dovish than generally perceived, both in the caution with which it assesses the current state of the economy and in its projections for the economy and interest rates.