Markets, economy, stocks, growth, global, fixed income, international, 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.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
A summary of the factors driving global markets over the last month.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
UK pension funds are moving to globalise their real estate holdings, taking advantage of increased diversification benefits and greater scale of investment opportunities.
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found.