Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
A close look at the Progressive Agenda, China���s deteriorating welcome mat in DC and US Tech IPOs
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
The key political, macro and credit risks that insurers may want to address in 2019.
The times when investors were able to enjoy a quiet summer seem to be over. August was a volatile month for financial markets, with the VIX averaging 19, compared to 13 in July.
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting
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.