U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
With its diverse strengths, Asia remains a global growth driver in our view. It is worth taking a look at the entire region, not least as a potential counterweight to the dominance of U.S. equities.
By: David Bianco
Different leagues: Great Eight vs. great expectations, S&P 492 vs. bonds
Can global central banks really engineer a smooth end after a turbulent pandemic ride? South Korea’s property markets may offer some fascinating glimpses at the future.
Japan's economy is up and running, companies are making money and increasingly thinking about shareholders, and now the recent slide in share prices may offer a better entry point.
What interest rate will bring fiscal discipline to Washington?
Compared to bonds, U.S. equities are as overvalued as they were in 2003 and 2009. Back then, both asset classes were cheap. Hard to argue that this is the case again today.