Macroeconomic assumptions: Mostly stable, mostly moderate
Do we still see promise in emerging market growth?
Where do we see potential within alternatives?
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.
What are the bright spots in fixed income?
Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.
Is China still the wildcard in domestic equity markets?