The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
An update from the front lines of the Trade War, with a focus on implications for investors
The S&P 500 could hit 10,000 by the mid-2030s
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.