Hazards of the Next Two Years

In this five-part video series, Brian Smedley, Head of Macroeconomic and Investment Research, discusses on Asset TV how investors can navigate a broad range of market risks as we approach the end of the current business cycle.

August 15, 2018   |    By Brian Smedley, Head of Macroeconomic and Investment Research

 

 


FEATURED PERSPECTIVES

Tail Risks Are Getting Fatter - Featured Perspectives
August 20, 2018

Tail Risks Are Getting Fatter

While the U.S. economy remains on solid footing, exogenous risks threaten asset values, market confidence, and the strength of the U.S. economy.

Welcome, Immigrants. The U.S. Really Needs You - Featured Perspectives
July 30, 2018

Welcome, Immigrants. The U.S. Really Needs You

To achieve long-term prosperity, rational immigration policy must become a priority.

Late-Cycle Boost and Boom - Featured Perspectives
July 18, 2018

Late-Cycle Boost and Boom

Investors should stay guarded for exogenous shocks that could pull the next recession forward and cause markets to reprice credit risk.


VIDEO

Forecating the Next Recession 

Forecasting the Next Recession

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.”

Macro Themes to Watch in 2018 

Macro Themes to Watch in 2018

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.”







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