Guide to the Markets – Daily Update
Daily comprehensive market and economic trends through clear and compelling charts.
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Guide to the Markets – Monthly Update
Recently updated with the latest available data, Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
Weekly Bond Bulletin: Trade halting a positive repricing?
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con
What does the uptick in M&A mean for private markets?
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
Center for Investment Excellence Podcast Archive
Listen to previous series on a variety of investment topics, asset classes and current themes
Will the global economy improve in 2020?
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
The Armageddonists!
Armageddonists and the portfolio cost of fear, 2010-2019
Weekly Bond Bulletin: The continued case for credit
Valuations for high quality credit may seem slightly stretched in the context of outperformance so far this year, but with various catalysts ahead, we believe the asset class will remain in favour.