Author's articles
From a fundamental standpoint, developing countries are now faced with some significant challenges, including higher borrowing costs, lower availability of foreign capital and a global economic growth slowdown
Taiwan, China and South Korea Are Major Players In The Chip Manufacturing Industry
US Recession Looks More Probable Today Than At Any Time
The Year Of The Rabbit May Well Require Investors To Be Flexible And Opportunistic
Combination Of Improved Valuations And An Uncertain Near-Term View Leaves Us Moderately Bearish Toward Risky Assets
2023 ESG Outlook: This Year ESG Will Remain A Priority
Markets Are Still Too Optimistic On Inflation And Central Banks Will Not Rush To Pull All Stops, Driving Rates To Zero
The First Half Of 2023 Looks Like It Will Be Fairly Disinflationary For The Global Economy
China Is Pulling Out All The Stops To Stimulate Economic Growth
The FOMC Is Acting As If It Is Blind To Signs Of Retreating Inflation
US equity markets are still trading at much higher valuations than almost all other global markets
Renewable electricity is now more profitable than energy from fossil fuels
Exchange-traded funds (ETFs) drew impressive investor interest last year
Outlook for financial services policy in 2023: Attention drawn to ESG, DEI and cryptocurrency, digital assets and more
US Retirement Legislation and Regulation Bulletin: Fourth quarter 2022
Tracy Chen (Brandywine Global) talks agency mortgage-backed securities
According to Franklin Templeton, small-cap companies, which could be positively affected by factors related changes in manufacturing, have potential
Analysis Suggests That Markets Usually Trough Around The Same Time As The Macroeconomic Data
Credit Markets Will Have To Contend With A Far Less-Forgiving Borrower Environment
A Strong Case For The BoK To Pivot, Zero-Covid Will Play A Substantially Less Important Role In 2023’s Economic Agenda
