A summary of the factors driving global markets over the last quarter.
The impact on Europe of the UK’s vote to leave the European Union (EU) remains unclear, and other landmark events are now looming large on the political horizon. Italy’s major Constitutional referendum, scheduled for 4 December,
A summary of the factors driving global markets over the last month.
Infrastructure investments are an essential component of a diversified portfolio providing low volatility and low correlation to other asset classes.
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Mostly stable, mostly moderate
Pascal’s Wager argues that belief makes more sense than disbelief when the worst outcome is a total loss.