The U.S. and China’s exchanged tariff hikes, hurting confidence and making August a risk-off month amid ongoing trade tensions.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
An update from the front lines of the Trade War, with a focus on implications for investors
Why consider increasing your alternatives allocation?
Global markets and multi-asset portfolios
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
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.
A weekly review of global markets and multi-asset portfolios