Afsaneh Beschloss at CNBC’s Delivering Alpha
September 29, 2022
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LATEST INSIGHTS //
Holiday Cheer Came Too Soon
Once again, markets got ahead of themselves this week, anticipating a Fed pivot that is not in sight. After closing out November in positive territory for the second month in a row, equities ended this week up nearly 1%. When the Fed meets in mid-December, quarterly economic projections are likely to show rates going higher and staying higher for longer than central bankers had predicted. Will markets be able to maintain some good cheer into the year-end holidays?
COP27 Investor Brief: A Tale of Two Summits
At COP26 last year in Glasgow, we saw big pledges – Net-Zero pledges from countries and companies; $130 trillion of private capital represented in the GFANZ coalition pledged to accelerate the de-carbonization of the economy. But that world, one of easily available capital and peace in Europe, no longer exists, and we have seen a resetting of expectations from many of the major players, both on the public and private side.
When the Tide Goes Out?
The global economy is going through an extraordinary period. No wonder investors are puzzled and policy makers around the globe are trying to better understand what is going on. Recession has been talked about for months, but it’s still not here in the US. The Fed is not yet finished raising rates. And when it does stop, we will be in a different world from the regime of easy money to which many grew accustomed. Are investors ready for that?
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Newsletter
Holiday Cheer Came Too Soon
December 02, 2022
Once again, markets got ahead of themselves this week, anticipating a Fed pivot that is not in sight. After closing out November in positive territory for the second month in a row, equities ended this week up nearly 1%. When the Fed meets in mid-December, quarterly economic projections are likely to show rates going higher and staying higher for longer than central bankers had predicted. Will markets be able to maintain some good cheer into the year-end holidays?
Learn More
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COP27 Investor Brief: A Tale of Two Summits
November 23, 2022
At COP26 last year in Glasgow, we saw big pledges – Net-Zero pledges from countries and companies; $130 trillion of private capital represented in the GFANZ coalition pledged to accelerate the de-carbonization of the economy. But that world, one of easily available capital and peace in Europe, no longer exists, and we have seen a resetting of expectations from many of the major players, both on the public and private side.
Learn More