To build or not to build? To buy or not to buy? Join us in exploring the current commercial real estate market outlook.
As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction?
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.
EURUSD should be rangebound
As of last week, the partial government shutdown is officially the longest shutdown on record.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
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.
In today’s investment environment rates are lower, this inflates the value of future cash flows and pushes equity market multiples higher.
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.
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