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.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
Mountains and molehills: Achievements and distractions on the road to decarbonization, and what comes next
Michael discusses this year���s Eye on the Market Energy paper.�� Topics include the unattainable objectives of the Green New Deal, an overview of the world���s de-carbonization challenges, Germany���s energy transition and Trump���s War on Science.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
Market sentiment towards the Chinese currency has shifted significantly
What investors should consider
The key political, macro and credit risks that insurers may want to address in 2019.