The S&P 500 could hit 10,000 by the mid-2030s
Our views on the recent dislocation and the opportunity it presents
A couple of key trends in capital flows suggest the role of euro funding is growing, and we outline the near-term implications for currency markets.
Both governments and central banks have delivered sizeable fiscal stimulus packages and quantitative easing programmes—and there’s talk of even more to come. What’s the next step in the pandemic playbook, and are there opportunities for fixed income inves
Risk markets have taken a turn for the worse as coronavirus spreads outside of China. Valuations are lower, but do they compensate investors for the increased risks to global growth and corporate fundamentals?
Investors should consider policies could impact markets and the economy after of the 2020 election.
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.
Investors are concerned about the deterioration of corporate debt quality.
With returns likely more sparse and volatility likely more frequent, knowing what you own will prove paramount with regard to portfolio construction.
With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.