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.
For the first time in 20 years, markets will have to survive without support from central banks.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
The S&P 500 could hit 10,000 by the mid-2030s
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
Dan Watkins, Deputy CEO, Asset Management EMEA, provides a video update on the questions investors should be asking their aseet managers around BREXIT
Sorca Kelly-Scholte, Head of EMEA Pensions Solutions and Advisory Team, provides a video update on the main implications of BREXIT for pension firms.
Karen Ward, Chief Market Strategist, provides a video update on Brexit negotiations and their possible implications.