As we compiled the 2018 edition of our Long-Term Capital Market Assumptions, the world economy has enjoying its best period of synchronized growth in more than a decade.
Long-term Capital Market Assumptions 2017 Theme-Credit cycles
LTCMA 2017 Macroeconomic Assumptions
An update from the front lines of the Trade War, with a focus on implications for investors.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.
A summary of the factors driving global markets over the last month.
In this year���s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.