Global - Currency Thoughts - PDF
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Does the recent sell-off for risk assets mean the end of the cycle is nigh, or is there value to be found for investors willing to buck the trend?
The Guide to the Markets is a pioneer as the industry's leading resource for timely information on the market and economy
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
The rise in support for populist parties in the European elections has done nothing for the popularity of European risk assets. Should investors ditch Europe, or does this represent a buying opportunity?
A close look at the Progressive Agenda, China���s deteriorating welcome mat in DC and US Tech IPOs
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.