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Investment Week (May 18)

2020/ 05/ 18 by jd in Global News

“Credit fundamentals have worsened since the market sell-off began, although central banks could provide some companies with a soft landing and many firms have drawn on their credit lines in a bid to stay afloat.” Even though “the impact is highly correlated across geographies, industries and asset classes…the potential outcomes are too severe to only affect equities and credit-market fundamentals have undoubtedly been impacted.”

 

Institutional Investors (August 15)

2015/ 08/ 17 by jd in Global News

“As earnings season winds down, investors around the globe are left to consider how a shifting macro environment will impact different asset classes and geographies.” Fears of a continuing yuan devaluation “will factor into perceptions of nearly all the major data points that will emerge.”

 

Institutional Investor (August Issue)

2013/ 08/ 05 by jd in Global News

“In the wake of the financial crisis a few years ago, it seemed as if the world economic order had been turned upside down” The U.S, Europe and other established markets appeared risky and emerging markets “that once seemed risky began to look like a sure bet…. Today the supposed new world order already seems, well, old. Emerging markets have been among the worst-performing asset classes this year, and capital has been flowing out at a record pace in recent weeks.”

 

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