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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[…]
Only the Loan-ly: What You Should Know About Loan-Only Structures
Critics caution that loan-only structures leave senior-loan investors vulnerable because there is no subordinated debt. This, they say, can mean[…]
My Generation: What an Aging Population Means for Bank Stocks
It’s no secret that people are living longer. Falling fertility rates indicate that, on average, global populations are getting older.[…]
London Office Property Prices – Going Over the Cliff?
London office property prices have stayed surprisingly high since the ‘Brexit’ vote in mid-2016. A recent rise in vacancy levels[…]
Is Retail Exposure a Problem for CMBS?
It’s no secret that the retail sector has been under a lot of pressure. Retailers are facing significant headwinds, including[…]
Five Reasons Why China is Unlikely to Devalue the Renminbi
For years, President Trump has accused China of purposely devaluing the renminbi to boost exports. With trade and political tensions[…]
Diamond Jewelers, Gold Coins and the Paradox of Indian Banking
Many of India’s state-owned banks are in trouble. This month the government is injecting $13 billion to help these banks[…]
Can Holiday Spending Rescue Retail?
This year saw a lot of buzz about the retail apocalypse as a record number of retailers filed for bankruptcy,[…]
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