The investment outlook for 2019: Late-cycle risks and opportunities
EURUSD should be rangebound
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
In today’s investment environment rates are lower, this inflates the value of future cash flows and pushes equity market multiples higher.
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.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
One of the most perplexing things about the recent stock market rally is that it has occurred against a backdrop of equity fund outflows and bond fund inflows. In fact, according to the Investment Company Institute (ICI), from the end of 3Q18 through the
Daily comprehensive market and economic trends through clear and compelling charts.
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