The Bid: Resilience for a changing regime
The market regime that brought outsized returns in 2017 has changed. Global trade disputes, rising rates and tensions in the eurozone all pose risks to market sentiment and growth. But according to Global Chief Equity Strategist Kate Moore, opportunity abounds, both in and outside of the U.S.
In this episode of The Bid, Kate discusses how to build resilience into portfolios, why tech still has room to run and why she’s still a champion of emerging markets.
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Washington Update: The Art of the Post-Scandal Political Press Conference
Let’s be clear: if, during a press conference meant to address a scandal, a spouse must quietly and not sarcastically advise the central figure in the brouhaha not to break into dance, it’s a sign things aren’t going well.
The Case for Liquid Alternatives, Especially Now
While we have long advocated that alternatives should be a core allocation within any diversified portfolio, we believe that in this environment they will be even more helpful to investors.
Washington Update: A Respite — But How Brief?
The longest government shutdown in American history ended last week when President Donald Trump signed a bill last Friday reopening federal agencies that had been shuttered since Dec. 22. The nation – particularly the 800,000 federal workers impacted by the shutdown – rejoiced, but only for a minute.