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High-Frequency Data & COVID-19: Investing for the Next Phase of the Cycle
Investors and financial markets are forward-looking. They are constantly trying to anticipate the future and how to position for it.[…]
Senior Loans’ Potential Recovery Opportunity
Loans are senior and secured, so they are generally at the head of the queue if there is a default.[…]
Oil: A Price War with No Likely Winners
Oil’s back below $30 and suddenly it feels like 2016 all over again. Only it’s not. Saudi Arabia’s 2015-2016 production[…]
Wuhan Coronavirus: Key Variables to Watch
There are still many unknowns, but there are some indications that the outbreak may not be as severe as our[…]
How Additive Manufacturing Could Alter the Future of American Industry (Video)
Watch Anthony Forcione discuss an extraordinary technology – additive manufacturing, or what’s more commonly referred to as 3D printing.
Could Negative Interest Rates Lead to the End of Cash?
Historically, central banks raise interest rates on bank deposits when they want to cool inflation and cut interest rates when[…]
What’s Driving the Future of the Auto Industry?
The global auto industry completed a successful year in 2016, driven by solid sales performance in the US, China and[…]
Top Ten Drivers of the US Dollar
I believe US dollar strength is likely to persist, largely driven by global growth, monetary policy and trade developments. However,[…]
The Financial Advisor in Your Pocket
Banks aren’t what they used to be. For a start, there are fewer of them. Some have merged, others were[…]
Stomaching Subprime: Seeking Value in Auto ABS
Subprime. It’s the eight-letter word that turned into something of a four-letter word during the 2008 global financial crisis. Even[…]
Smartphones & Distracted Driving: What’s the Impact on Auto Insurers?
Auto insurers have been caught off-guard. Traffic deaths had been in decline for four decades, as a result of Mothers[…]
President Xi Jinping: His Own Man
Who is President Xi? How does he differ from his predecessors? What could his leadership mean for China and the[…]
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