Join us this week as Brad Demong, Co- Chief Investment Officer & Portfolio Manager from our Global Special Situations Team explains both the distressed and special situations opportunity set on the Center for Investment Excellence podcast.
The key, is to focus on high conviction ideas that are supported by structural tailwinds. However, many of these investments are tied to the technology sector.
Daily comprehensive market and economic trends through clear and compelling charts.
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
It suggest we need to be creative about how we cobble together diverse and sustainable income streams for our clients.
A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.
NAIC 2019 Summer National Meeting Key takeaways
Summary notes from the 2019 Summer NAIC National Meeting.
Potential impact on U.S. pension funded status of 10-year Treasury yields going to 0%
Dr. David Kelly’s Notes on the week ahead - August 12, 2019