The evolution of pension regulations and implications for asset allocation
In 2020, the hunt for yield is likely to continue.
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.
Investment strategies for a late-cycle environment
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
Listen to previous series on a variety of investment topics, asset classes and current themes
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.