I went on a search for Democratic Socialism in the real world. I ended up halfway around the globe from where I began. A story in pictures.
EM currencies have struggled when the PMI has been falling, and thus its equity returns have underperformed versus the U.S. and other developed markets.
For the first time in 20 years, markets will have to survive without support from central banks.
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.
Major equity indices have fallen this week. Find out if the selloff is a heads up or a head fake on the outlook for global markets.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
Equity solutions for volatile markets