Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers��� investments in CMLs.
Daily comprehensive market and economic trends through clear and compelling charts.
The Armageddonists and the price of fame.
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.
Emerging market equity performance can swing in the short term as a result of big swings in investor sentiment.
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
Operating earnings are the best measure for long-term investors to use when attempting to gauge corporate profitability.
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.