While U.S. equities still look less expensive than Treasuries and cash, they are not as attractive as they once were. Investors looking for stronger long-term returns may find a better opportunity in European
Transient market volatility has the potential to be thrilling
Market sentiment towards the Chinese currency has shifted significantly
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
The performance of the US dollar significantly diverged from relative rate spreads
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
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.
Michael discusses this year’s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world’s de-carbonization challenges, Germany’s energy transition and Trump’s War on Science.
An update from the front lines of the Trade War, with a focus on implications for investors