Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.
Investors are coming to terms with the idea that the Fed will keep raising rates because of inflation and economic pressures.
Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2018 and beyond.
Our new analytical tools point to a high probability that the next recession will start in late 2019 to early 2020.
Euphoria at Davos may be a sign that the market melt up may soon begin to cool.
Assessing the risks of covenant-lite loans, 0 percent Libor floors, tax reform, and tightening spreads.
Global CIO Scott Minerd and Head of Macroeconomic and Investment Research Brian Smedley provide context and commentary to complement our recent publication, “Forecasting the Next Recession.”
In his market outlook, Global CIO Scott Minerd discusses the challenges of managing in a market melt up and highlights several charts from his recent piece, “10 Macro Themes to Watch in 2018.”
Plans are afoot to establish a replacement for Libor beyond the FCA’s 2021 end date.
Policymakers take heed: Successful economic policy is still determined by the four essential factors of production—land, labor, capital, and entrepreneurship.
The deep chasm between investors’ return targets and current market realities is creating a conundrum for core fixed-income investors.
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