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Low Short-Term Rates Here to Stay? Credit Risks Increase with Increased Asset Pricing, and First-Time Home Buyers are Having a Tough Go At It. This week three articles that stood out were 1) a post on Barry Ritholtz’s The Big Picture by David Kotok, Chairman and Chief
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China’s Economic Transition. Sovereign Wealth Funds – How can we reduce costs and increase returns? Corporate Profits Peaked? This week three key themes that stood out were 1) how China’s economic transition from an investment-led economy to a consumption-led economy is by no means going smoothly as
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Sovereign Wealth Funds being tapped, Questionable Private Equity Valuations, and What Fixed Income? This week three articles that stood out were 1) Bloomberg Businessweek’s “Petro States Shake Their Piggy Banks” discussing the impact petrodollars have had on the investment market and pointing out that they are being withdrawn to
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I'm sorry for the delayed post – returned from vacation yesterday. The biggest items that stood out this past week are 1) that the IMF is projecting that Global GDP will decline in US dollar terms this year, 2) the implications of this for emerging markets, and 3) that
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This post will be a short one as I am on vacation and traveling. Other than Russia’s escalating maneuvering in Syria and the U.S. Navy’s intent to sail some serious ships across through the Spratly Islands, four things that really stood out this past week were 1)
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What stood out the most over the past week was 1) the coverage of the increasing withdrawal of petrol dollars from the world investment markets, 2) the withdrawal of funds from emerging market securities, and 3) the rising spreads in corporate bonds. First, it was only a matter of time