Center for Investment Excellence Podcast Archive
Listen to previous series on a variety of investment topics, asset classes and current themes
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The investment outlook for 2020
Investment strategies for a late-cycle environment
Euro: No longer floored but flawed?
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
Euro: No longer floored but flawed?
EURUSD should be rangebound
The investment outlook for 2020
Investment strategies for a late-cycle environment
Will trade tensions ease in 2020?
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
What’s been going on with IPO’s?
With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.
Do the recent trade tensions matter for the U.S. economy?
As the U.S. becomes entirely self-sufficient and even begins to become a net exporter of oil, it is likely to keep a lid on oil prices in the long-term.
How will the labor force limit growth?
Last week’s employment report showed the U.S. unemployment rate falling to 3.6%, a multi-decade low. With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, in
Global Fixed Income Views 4Q 2019
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly