Instead, investors should view liquidity as an amplifier that intensifies an original catalyst, rather than as the catalyst itself.
Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.
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.
For the first time in 20 years, markets will have to survive without support from central banks.
Mounting losses may result in this being one of the worst Decembers on record, and one of the worst years for equity performance in a decade.
Modestly but steadily lower returns
Our emerging market debt strategies seek to maximize returns by developing a global view on emerging markets and analyzing individual countries and companies.
Is the gap closing between US equity returns and the rest of the world’s?
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