Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
What investors should consider
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Renewable energy and battery storage: Impacts of disruption on the core infrastructure investor
1Q17 will mark the third consecutive quarter of positive earnings growth since the earnings recession ended in the middle of last year.