Investors should prepare their portfolios as the next decade may be one of vigorous markets and healthy active management.
The gap between the ESG performance of Japanese and European companies (as measured by the FTSE Russell ESG Score) seems to have narrowed,
The U.S. Treasury (UST) 10-year yield could trend toward 5% in 2025, supported by a combination of historical averages and a steepening Treasury yield curve.
It’s all about rates, the dollar, and inflation expectations. If economic data continues to surprise to the upside, rates could climb even higher.
The whole Y2K problem stemmed from an issue that now seems anachronistic, but its market implications were felt for some time.
This new year, let us all resolve to be more socially-committed global citizens, and leave the right kinds of footprints behind us.
The risks of high tariffs and a potential trade war may have a greater impact on currency markets going forward.
Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.
While the NGEU funding provides significant fiscal boost to the Euro area economy, the impact diverges between EU nations.
May your investments help you wrap up not just your presents, but also the year, in the loveliest ways!
If the Fed cannot cut rates as much as people expect due to persistent inflation and a relatively stable job market, we could see a bear steepener.