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The Connected Consumer: 3 Key Themes
Whether watching television, shopping or driving in the car, today’s consumers want to control exactly when, where and how they[…]
European Banks: Be Mindful of Risks in 2017
European banks seem to be on an upward trajectory – although improvements are likely to come at a slow pace[…]
US Housing: Prices Driven Up By Limited Construction & Strong Demand
Single family construction presents a puzzle: with the economy in the seventh year of expansion, why has home construction remained[…]
Oil Outlook for the Remainder of 2016
I believe oil prices will likely remain under pressure through the end of the year. There has been exceptional growth[…]
China: Rising Risks Posed by Shadow Banking
Non-bank financial institutions (NBFIs), which typically operate with less regulatory oversight compared to banks, have existed in China for decades.
BB-Rated Bank Loans Can Make It Better: Reducing Volatility, Drawdown Risk
Our bank loan team has long believed that BB-rated bank loans can be very attractive to asset allocators who wish[…]
Equity Earnings: Where Will We Run in 2017?
The burning question for equity investors is: what will happen to earnings in 2017?
Italy Rejects Constitutional Reform Referendum
Italy rejected Prime Minister Matteo Renzi's constitutional reform in Sunday’s referendum, as polls had predicted.
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