Listen to previous series on a variety of investment topics, asset classes and current themes
Supply disruptions out of Iran will be offset by an increase in production from other OPEC+ countries, according to Jordan Jackson.
The key to successful investing starts with getting invested, and then staying invested, according to David Lebovitz.
Investment strategies for a late-cycle environment
In 2020, the hunt for yield is likely to continue.
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
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.
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