IPO Outlook: Unicorns Tread Water
The IPO market in 2019 is turning out to be a bumpy ride. There are several highly anticipated offerings but the timing for some major IPOs remains uncertain. 2020 may see several unicorns mark their debut or it may turn out to be safer on the sidelines.
Goldman Sachs: We're Not Close to a Recession
Weak manufacturing data has reignited recession fears for some investors, but Goldman Sachs thinks data could start to stabilize, if not improve, somewhat soon. Chief Global Equity Strategist Peter Oppenheimer just published a note on why he thinks this extremely long economic cycle stretch on and get even longer.
US Jobs Data Maintains Fed Rate Cut Hopes
The September jobs report managed to strike a balance between positive economic growth and expectations of another interest rate cut by the Federal Reserve.
Q4 Kickoff Hints at Trade Dispute Headwinds
The final quarter is historically the best one of the year. Headwinds and tailwinds continue to be monitored, as tariffs and geopolitics pose a risk to economic growth.
ESG Integration: The Final Piece of Portfolio Selection
Eoin Murray, head of investment at Hermes Investment Management, emphasizes the importance of investing in ESG factors sooner rather than later and underscores that wealth creation can co-exist with 'saving the planet.'
The Orbital Perspective: Embracing Pillars to Accomplish SDGs
Ron Garan, former NASA astronaut and Co-founder of 5th Element Group, discusses the bigger picture for society and focuses on the reality of economic dependency on the planet.
Tipping Point in Climate Change: Expect Rapid Transition
Bob Litterman, chairman of the Risk Committee and founding partner of Kepos Capital, highlights the environmental challenges facing humanity and considers the importance of defining risks and opportunities that will drive returns in a low-carbon economy.
Jim Rogers: The Bear Market Doesn't Start Today
International Investor and Author of Street Smarts, Jim Rogers, weighs in on the global investment landscape and considers the risks on the horizon. Rogers offers his long-term macroeconomic perspective on the economy, as well as his insights into the opportunities within the out-of-favor regions and asset classes.
Anatomy of a Recession 3Q19 Update
Investment Strategist Jeffrey Schulze, CFA provides an overview of a late-cycle U.S. economy starting to flash signs of caution as indicated by an overall yellow signal for the ClearBridge U.S. Recession Risk Dashboard. He also discusses potential impacts on the stock market, highlighted by rising volatility.
Wall Street Gyrates on Uncertainty
Global markets gyrated as the implications of political developments were considered on both sides of the Atlantic. As the United Nations General Assembly got underway, concerns about an extended US-China trade war and slowing global growth weighed on sentiment.
Fed Injects Liquidity into Money Markets
The stress in the overnight lending markets led the Federal Reserve to inject funds into the system for four consecutive sessions. While the root cause of market strains is debated, Fed Chair Powell downplayed any impact on the economy.
Fed Policy and the Business Cycle
Scott Minerd, Chairman of Investments and Global CIO, stops by CNN International on the morning of the FOMC meeting to discuss the Fed’s ability to delay the timing of the next recession. Read our update to Forecasting the Next Recession