Where can investors find sustainable sources of return?
Market excitement about a resolution to the long-running U.S.-China trade dispute built ahead of (what were rumored to be) the final round of negotiations this week. However, comments from President Trump May 5 helped to dash that optimism.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
One of the most perplexing things about the recent stock market rally is that it has occurred against a backdrop of equity fund outflows and bond fund inflows. In fact, according to the Investment Company Institute (ICI), from the end of 3Q18 through the
The key, is to focus on high conviction ideas that are supported by structural tailwinds. However, many of these investments are tied to the technology sector.
For the first time in 20 years, markets will have to survive without support from central banks.
Time-tested projections for resilient portfolios
A broad overview of our 2017 Long-Term Capital Market Assumptions