Much of the recent moves on trade may actually be about revisiting NAFTA, not US trade with Asia. The trade issue that does involve China, however, will have far greater impact on the global economy.
Multi-asset credit strategies have gained popularity as market participants seek to navigate shifting markets and prepare for rising interest rates.
Was the recent equity market correction a blip on the radar or something more? An ill-timed move to increase US fiscal stimulus, even as the Fed withdraws monetary support, could signal more swings ahead.
One result of the global financial crisis has been that emerging markets have struggled to keep up with their name.
Supply and demand for collateralized loan obligations is likely to be strong in 2018, but investors should be careful that the seemingly compelling yields adequately compensate them for risk.