An update from the front lines of the Trade War, with a focus on implications for investors
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Expected returns and correlations of asset classes.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
Time-tested projections for resilient portfolios
Disappointing UK data releases have raised the prospect of an interest rate cut when the Bank of England meet at the end of the month.
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
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.
A summary of the factors driving global markets over the last quarter.