The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
How real estate and infrastructure can enhance returns and reduce volatility
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Dr. David Kelly’s Notes on the week ahead - August 12, 2019
An interview with Jeff Geller on HF investing within a multi asset portfolio.
Currency movements based onbrexit's outcome.
An update from the front lines of the Trade War, with a focus on implications for investors
WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.