Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
The Armageddonists and the price of fame.
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.