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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Euro: No longer floored but flawed?
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.
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.
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.
Do the recent trade tensions matter for the U.S. economy?
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.
Healthcare CIO Corner
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations