In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
Trade barriers, once constructed, are not easy to remove and their implementation is likely provide a slower backdrop for financial market performance.
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
This paper examines the recovery progress seen in European markets since the start of 2015.
Transient market volatility has the potential to be thrilling, especially on the heels of low volatility spells like those in the not-too-distant past.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
Environmental, Social and Governance (ESG) in Emerging Markets
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
LTCMA 2017 Macroeconomic Assumptions
Investors are concerned about the deterioration of corporate debt quality.