Seth Weingram of Acadian Asset Management says valuation gaps and growth trends favour markets outside America
Seth Weingram of Acadian Asset Management says valuation gaps and growth trends favour markets outside America
Global real housing prices continue slide that started in 2022
Cross-border credit grows amid increased shadow bank borrowing
JPMorgan spends half a billion dollars a year on research
Ongoing supply constraints support prices, even as demand softens
Liquidity, GDP growth essential, but relaxing rules helps too
Carbon intensity improves, but emerging markets drive increase in emissions
The U.S. Federal Reserve, other central banks are juggling duelling priorities
Looming slowdown, trade uncertainty, hidden risks cloud credit picture