Center for Investment Excellence Podcast Archive
Listen to previous series on a variety of investment topics, asset classes and current themes
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The investment outlook for 2020
Investment strategies for a late-cycle environment
Euro: No longer floored but flawed?
EURUSD should be rangebound
Will yields keep falling in 2020?
In 2020, the hunt for yield is likely to continue.
What does the uptick in M&A mean for private markets?
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.
The investment outlook for 2020
Investment strategies for a late-cycle environment
Will the global economy improve in 2020?
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Will trade tensions ease in 2020?
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
What’s been going on with IPO’s?
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.
How will the labor force limit growth?
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