Markets, economy, stocks, growth, global, fixed income, international, asset classes
What does today's current market environment mean for an already volatile asset class?
Investors are concerned about the deterioration of corporate debt quality, marked by lower credit ratings and a large share of covenant-lite issuance in the loan market.
Is the gap closing between US equity returns and the rest of the world’s?
Where can investors find sustainable sources of return?
The S&P 500 could hit 10,000 by the mid-2030s
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Where is the value in emerging markets equities?