KLDW News and Press, Knowledge Leaders Developed World From 05/08/23

2023-05-08 07:00:00 ET Summary Although 2022 was not a good year for most investment asset classes, a recovery in equities actually began early in the fourth quarter of the year. Positive investment flows have occurred in fixed income as bond returns began to improve late last yea...

2023-05-05 01:40:00 ET Summary A marginal improvement in global manufacturing output was recorded for a third consecutive month in April. The steadying of the sector after the downturn seen late last year can be largely traced to improved supply chain conditions, with supplier del...

2023-05-04 02:30:00 ET Summary In a welcome departure from 2022, first quarter returns across the board were positive for the capital markets despite meaningful volatility. We saw a continued outperformance by international stocks versus the US and positive returns for fixed incom...

2023-05-02 02:15:00 ET Summary Stock and bond markets ended the first quarter of 2023 with solid gains despite investor concerns. Gains in the stock and bond markets were primarily driven by a continued decline in interest rates, the rate of inflation, and surprisingly resilient e...

2023-04-25 14:33:00 ET Summary Despite persistent inflation and tightening financial conditions, the global economic expansion will continue at a moderate pace. Global real GDP growth picked up from an annual rate of 1.5% quarter over quarter at the end of 2022 to an estimated 2.5...

2023-04-25 11:55:00 ET Summary We believe fixed income markets present fundamental advantages that enable active managers to outperform benchmarks. These include market inefficiencies, index rules and reconstitutions, participant motivation, and trading inefficiencies. In fixed in...

2023-04-24 05:57:00 ET Summary The China recovery story is generating some buzz. Cooperation, integration, and alliances are seen as mutually beneficial. Policymakers almost everywhere face the predicament of elevated inflation and weakening growth prospects. It was ...

2023-04-22 02:25:00 ET Summary China’s GDP in the first quarter came in considerably stronger than expected, raising hopes for the global economy and equity markets. The economic rebound in the first quarter, at 4.5% y/y, was led by the domestic consumption and services sec...

2023-04-21 08:20:00 ET Summary While U.S. growth has remained strong, even accelerating in early 1Q, leading indicators continue to signal recession. Tighter lending standards, as a result of the recent banking crisis, only increase the risk of a hard landing. Part of the inflatio...

2023-04-21 03:00:00 ET Summary China has inked deals with countries like Brazil to trade in either the Chinese yuan or the Brazilian real directly, thereby bypassing conversion to the dollar. The amount of sovereign debt denominated in US dollars (liabilities of non-US central ban...