Equity investors see the opportunities, fixed income investors the risks
August started with a major market correction triggered by shifting dynamics in the yen carry trade and some mediocre US labor market data. On...
equity fund flows
Using EPFR and CEIC data to analyze the August 2024 correction
Two major central bank interest rate decisions, more earnings reports from ‘Magnificent Seven’ companies and a spike in the violence wracking the...
Growth on the back burner in late July
Two major central bank interest rate decisions, more earnings reports from ‘Magnificent Seven’ companies and a spike in the violence wracking the...
The future? Profitable, but not so green
US politics, Chinese economic policy making and mixed second quarter corporate earnings moved asset markets in multiple directions going into the...
Another vote for divided government?
During the first week of July, the UK held, and France concluded, general elections that resulted in significant changes to both countries’...
Fund flows prove resilient as noise levels rise
During WWII, civilians were constantly reminded that “loose lips sink ships.” In early 3Q24, it appeared that loose lips can also sink chips as...