Dovish central banks have the potential to extend the cycle—and therefore the positive environment for credit. Despite the strong performance year to date, we see opportunities for selective investors.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
A close look at the Progressive Agenda, China���s deteriorating welcome mat in DC and US Tech IPOs
Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.
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 is close to being the longest economic expansion on record. Nobody knows exactly when it will end, so it���s worth considering what investments could rise in value when equities and other risk assets fall during the next downturn.
Today the Bank of England���s (BoE) Monetary Policy Committee met, and decided unanimously to keep interest rates on hold at 0.75%.
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.