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We believe economic growth, inflation and investment returns should moderate through 2022, but expect growth to remain above trend, which should support the outperformance of equities over bonds. The world is seeing the latest COVID-19 variant, named omicron, starting to spread after ...
The defining characteristics of the economic outlook for 2022 could be more about the composition of global growth than its trend. Year 2022 will be marked by the Fed's tapering and fading fiscal stimulus. The potential for spread pick-up and ratings boosts in the structured credi...
Without a successful green transition everywhere, climate risk is unmanageable anywhere. Not all companies can beat inflation by raising prices – that’s why this is a stock selection environment. The steps Iran has taken demonstrate it is moving closer to attaining n...
We’ve been living through 2-4+ years of incredible market trends and unprecedented global central bank efforts to support and contain market risks. Global markets, particularly China/Asia, are already in the midst of a massive speculative deleveraging event. 2022 and 2023 a...
The massive amounts of stimulus and money printing that has taken place over the last 4+ years by global central banks may be acting as an anchor for growth and starting to weigh down global markets. Traders and investors around the globe continue to fear the worst for the new Omnicro...
We may see $14,750 become the next downside target level if the NQ falls below this level on strong selling. The current Custom Volatility Index level is below the last two pullbacks in the US markets and well within the support channel from late 2020 and early 2021. The next 2 to...
Global economic growth will be slower but still above trend in 2022. This forecast should allow equities to outperform bonds. Inflation has yet to peak, but it will likely decline over the year and as a result any central bank tightening will be modest. 2021 was a year of rebound ...
The US Census Bureau today reported that US imports of goods and services reached a record monthly high of $290.7 billion in October 2021. China’s GAC says imports into that country continue to rise at a seemingly decent rate, up a sizzling 31.7% year-over-year in October. ...
A 2021 international investing review from the perspective of an asset manager with decades of direct investments and participatory business consulting expertise in a wide group of frontier and emerging markets. How this perspective can offer investment opportunities not easily access...
As we look ahead to 2022, our base case is for positive global growth and elevated inflation in the near term. Though we see inflation moderating during the year, there are upside risks to our forecast. We believe growth assets, such as equities and credit, will tend to deliver positi...