Peter Lynch: “If anybody can predict interest rates, they’d be a billionaire.”
https://www.youtube.com/watch?v=YUMm3Tbp2iA ...
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Biden’s Neo-Populist Economic Doctrine
Aug 3, 2021 NOURIEL ROUBINI Within the space of just half a year, US President Joe Biden has completed a necessary economic-policy regime shift that started chaotically under his predecessor. But while the Biden administration has a much better handle on the issues, that doesn't...
Read MoreHow Canada’s pension funds are maximizing fixed income in a low interest rate environment
By: Blake WolfeJune 30, 2021 With bond returns tied to interest rates, it’s no surprise Canadian pension funds are increasingly seeking other ways to boost fixed income yields. Canadian interest rates have been trending downward for the last 30 years, from a high of 10.3 per cent in...
Read MoreWill the Recovery Last?
May 18, 2021 JIM O'NEILL SOURCE: PROJECT SYNDICATE Although some recent high-frequency indicators have cast a shadow on what previously appeared to be a robust, rapid recovery from the pandemic-induced recession, there is still ample cause for optimism. But much will depend on how...
Read MoreThe Big Bounce-Back?
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 MoreWhy The Global Economy Is Recovering Faster Than Expected
Philipp Carlsson-SzlezakPaul SwartzMartin Reeves http://Why The Global Economy Is Recovering Faster Than Expected by Philipp Carlsson-Szlezak , Paul Swartz and Martin Reeves November 03, 2020 November 03, 2020 ...
Read MoreA Brave New Bond World
by 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 MoreStrategists Left in Dust With Targets Trailing S&P 500 by Most Ever
By Lu Wang June 8, 2020 (Bloomberg) Equity benchmark tops Wall Street’s year-end target by 9% Is it a sign of under-estimated market, or some pain to come? For another illustration of the power of the equity rally, look at where the market stands now relative to forecasts from Wall Street’s...
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