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The purpose of this memorandum is to try to elucidate some of the key current capital market trends, what is driving them, and how we are (or are not) responding to them....
Q - You seem agitated by the ultra low bond yields. Maybe you need to make a mental adjustment?
A – Yes. Whether global yields are hovering close to zero due to secular stagnation,...
In a low nominal growth world, yield is indeed poised to be a scarce commodity, and yield-driven equity asset classes have multiplied to satisfy demand. In some cases, there is dubious...
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Global equity markets retreated by some 8-15% in the third quarter, with the preponderance of the damage occurring during an eight-day span in mid-August. ...
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The Waiting Game
Financial market returns were quiet in the second quarter, seemingly waiting for some kind of definitive signal that never arrived. The...
Ever since taking office in 2012, Japan Prime Minister Shinzo Abe has been on a mission to improve Japan’s economy. Abe moved quickly to launch an aggressive and unconventional economic...
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