U.S. stocks rallied this week and the S&P 500 posted its single best day in roughly eight months, welcome news to investors struggling through recent volatility. Some of this performance may be tied to G20 summit optimism and cheaper starting valuations.
Assessing the impact and possible evolution of Fed policy
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
The yield curve, specifically its potential inversion, has become one of the most trusted signals of impending economic turmoil.
An update from the front lines of the Trade War, with a focus on implications for investors.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
From an economic standpoint, we believe that growth in the U.S. will remain above potential in the coming quarters, but it seems unlikely that the robust growth seen in 2Q18 will be sustained.
Hear our asset class specialists discuss their unique experiences facing challenging market conditions, including the great recession, over decades of market cycles.
Falling stock prices and higher market volatility this week have rattled some investors. While we believe that this selloff is probably not the start of a much larger downturn, it does serve as a reminder that we are in “late cycle”