Market sentiment towards the Chinese currency has shifted significantly
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
2011 estimates and the thinking behind the numbers. Executive summary
Expected returns and correlations of asset classes.
The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
After a stellar 2017, with strong returns and outperformance relative to the U.S., international equities are under pressure again. In order to consider how long this dynamic may last, investors may be asking themselves: why exactly are international stoc
Over the past few years, real estate investors have constantly discussed the “death of retail” - put another way, as a greater share of consumer activity occurs online, the need for large, big-box retail properties has dwindled.
In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs since 1900.
On June 20-21, we attended the 2019 IFRS conference in London to stay informed on important regulatory issues affecting the insurance industry today.