/institutional/perspectives/macroeconomic-research/hazards-of-the-next-two-years

Hazards of the Next Two Years

In this five-part video series, Brian Smedley, Head of Macroeconomic and Investment Research, discusses on Asset TV how investors can navigate a broad range of market risks as we approach the end of the current business cycle.

August 15, 2018    |    By Brian Smedley, Head of Macroeconomic and Investment Research

 

 


FEATURED PERSPECTIVES

March 27, 2020

The Faustian Bargain

The consequences of policymakers returning to the same tools employed in the financial crisis.

March 22, 2020

The Great Leverage Unwind

Funding and trading markets are not functioning well due to excessive leverage needing to be unwound in the financial system.

March 20, 2020

Value Is a Poor Timing Tool

Markets often overshoot, and just because things are cheap doesn’t mean they can’t get cheaper.


VIDEO

Fourth Quarter 2019 Fixed-Income Outlook 

Fourth Quarter 2019 Fixed-Income Outlook

Brian Smedley, Head of the Macroeconomic and Investment Research Group, and Portfolio Manager Adam Bloch share insights from the fourth quarter 2019 Fixed-Income Outlook.

2020 Macro Themes 

Macro Themes for 2020

Brian Smedley, Head of Macroeconomic and Investment Research, discusses major trends likely to shape markets this year.







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