Podcast on the challenges participants are facing today
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Eye on the Market: The Verdict
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
Implications from our 2017 Long-Term Capital Market Assumptions
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Implications from our 2018 Long-Term Capital Market Assumptions
Plan sponsors can put these five steps in place to help participants successfully navigate the path to retirement security.
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.