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.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
A systematic back-test of MSCI ESG ratings
A strategic framework for building a private credit portfolio
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
The new prime minister is likely to meet similar challenges given the nation – and as a result parliament - remains divided over what it wants from Brexit.
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found.
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?