With sentiment showing signs of improvement following recent macro data releases, is now the right time to build risk in portfolios?
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
Armageddonists and the portfolio cost of fear, 2010-2019
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.