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
Beijing is preparing for a protracted standoff as the U.S.-China trade war ramps up.
After the recession starts, high-yield bond and bank loan issuers have at least a 12-month runway before we experience a large wave of defaults.
Signs of economic strength suggest the market is wrong to price in a rate cut.
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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