Jan 8, 2021MOHAMED A. EL-ERIAN Following the 2008 financial crisis, many policymakers failed to focus sufficiently on securing robust, inclusive, and sustainable long-term growth. To avoid repeating this mistake in 2021 as the world emerges from the COVID-19 pandemic, governments must act early and decisively in...
Read MoreLiquidity has created a “Frankenstein” high-yield market that requires scrutiny By: Mark BurgessSeptember 16, 2020Investment ExecutiveClick on link to read the article https://www.investmentexecutive.com/news/research-and-markets/time-to-adjust-your-fixed-income-portfolio/ ...
Read MoreSource: Vanguard Perspective September 2, 2020 East versus West, Seabiscuit versus War Admiral, Kansas City- versus Memphis-style barbecue—history, sports, and culture are filled with long-standing rivalries and reversals of fortune. Such ebbs and flows can also apply to the dynamics of investments and specifically those of...
Read Moreby Eric Jacobson | 2020-09-04 There's a challenge creeping up on bond managers--and by extension fund shareholders--that has thus far been met with the sound of crickets, but it’s a big one. Falling market yields would typically prompt the idea of dramatically shortening a portfolio's duration,...
Read MoreSource: Project Syndicate Aug 21, 2020 NOURIEL ROUBINI Far from signaling its imminent demise as the main global reserve currency, the greenback's sharp depreciation is to be expected in the current macroeconomic context. The forces that could erode the dollar's hegemony remain slower-moving and farther off. NEW YORK...
Read MoreBy Eric Levitz In September 2006, Nouriel Roubini told the International Monetary Fund what it didn’t want to hear. Standing before an audience of economists at the organization’s headquarters, the New York University professor warned that the U.S. housing market would soon collapse — and, quite possibly,...
Read MoreMay 11, 2020 MOHAMED A. EL-ERIAN Appeals to recommit to globalization are highly unlikely to gain traction in the wake of the COVID-19 pandemic. Those keen to preserve globalization would instead be better advised to focus on minimizing the disruption caused by the coming period of...
Read Moreby: Nouriel Roubini 10 trends that will make this a decade of despair for the global economy With their incomes way down, consumers will be saving and trying to pay down debts, not shopping at the mall. Getty Images NEW YORK (Project Syndicate) — After the 2007-09 financial crisis,...
Read MoreBy Katherine Lynch and Tom Lauricella | 01 Apr 2020 (Morningstar) For global financial markets--as well as just about everything else--the first quarter can be split almost exactly in half: before and after coronavirus. The year began with financial markets weathering the threat of war between the...
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