A reduction of the ECB's balance sheet and a serious effort to achieve positive real interest rates will be key to ensuring a turnaround in the fortunes of the EUR/USD.
Recession is now a virtual inevitability.
"There’s one aspect of MMT that I have some sympathy for: the notion that what we spend money on is far more important than how we finance it." — Cliff Asness
The importance of ESG factors has been accelerated by the COVID-19 pandemic, making George Serafeim's book essential reading.
A challenge awaits PE firms that amass funds to expand beyond their core competency.
“This is a time of testing -- a testing not only of our capacity collectively to reach coherent and intelligent policies, but to stick with them.” -- Paul Volcker
"Has the hedge property overtaken the investment property of fixed-income assets?"
ESG factors are even more important to global asset managers today than they were a year ago, according to the latest Index Industry Association (IIA) survey.
Clients have concerns about inflation. Here are a few tips to approach these conversations.
The pitta bird is a rare sight in tropical forests, even to the trained eyes of birdwatchers. Yet there she was, perched on the window of my condo, in a busy metropolis.