August 15, 2018 | By Brian Smedley, Head of Macroeconomic and Investment Research
Part 1: Credit Cycle Downturn
Part 2: Crowding Out
Part 3: Oil and Geopolitical Risk
Part 5: Navigating Your Portfolio
FEATURED PERSPECTIVES
While the U.S. economy remains on solid footing, exogenous risks threaten asset values, market confidence, and the strength of the U.S. economy.
To achieve long-term prosperity, rational immigration policy must become a priority.
Investors should stay guarded for exogenous shocks that could pull the next recession forward and cause markets to reprice credit risk.
VIDEO
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.”
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