Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
J.P. Morgan Asset Management's Dr. David Kelly discusses the trade battle between China and the United States and its impact on investment portfolios.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Expected returns and correlations of asset classes.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
Michael discusses this year���s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world���s de-carbonization challenges, Germany���s energy transition and Trump���s War on Science.
Time-tested projections for resilient portfolios
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