Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting
The Armageddonists and the price of fame.
Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
An update from the front lines of the Trade War, with a focus on implications for investors.
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.