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Listen to previous series on a variety of investment topics, asset classes and current themes
The investment outlook for 2019: Late-cycle risks and opportunities
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.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
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.
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.
Negative effects would occur in the context of an economy less energized by fiscal stimulus than was the case last year.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.