With the Shiller P/E for the S&P 500 currently standing at a 21.5 (approximately 30% higher than its long-term average), many value investors, including Cliff Asness of AQR Capital Management, have adopted a cautious stance toward US stocks.
Willis Sparks, an analyst in the global macro practice at Eurasia Group, a global political risk research and consulting firm, recently laid out some of the political fault lines that will shape politics and international finance in the coming years.
Bond market maven James Grant gives a “cook’s tour” of the “reigning errors and foibles” that are being made in today’s bond markets and that have led us astray in committing capital.
Nobel laureate Robert C. Merton challenged traditional models used by investors to measure sovereign and financial system credit risk and instead proposes an alternative framework.
Felix Zulauf, president of Zulauf Asset Management AG, highlighted slowing growth in China and believes the eurozone is on track to be the shortest currency union in history.
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