Biography
Related Content
Is the Consumer Cracking?
News from the consumer sector reveals intriguing trends, as well as the importance of credit and security selection in today’s complex market environment.
The Many Facets of Japanese Investing
(29:48) Given Japan’s unique macroeconomic backdrop, what can this market offer to its investors?
International Small Caps: Quality Plus Quantity
Screening for quality in international small caps is important, but what sort of “quality” should we look for, and can we find it without narrowing down our choice too much?
Private Markets in Volatile Times
Recent market turbulence provides yet another example of how private equity managers have improved their ability to weather volatile conditions.
A Tale of Two Indices
How an “optical illusion” might be making the S&P 500 look more expensive, and better-performing, than it really is.
The Case for Private Credit in Insurance Portfolios
An ever-expanding menu of private credit strategies can offer insurers the potential for attractive risk-adjusted returns.
What ‘Data-Dependent’ Feels Like
As central banks become more “data-dependent,” will monetary policy become less predictable and markets potentially more volatile?
Trip Hazards
The U.S. debt ceiling is just one of a long list of obstacles waiting to trip up markets, and there is very little opportunity cost for remaining cautious.