Search by keywords
Publishing Dates
Filters
Articles
How the precious metal behaves relative to the S&P 500 across different market phases.
When prices jump, households adjust fast. Their expectations do not.
Taking a closer look at what’s happening in BDCs
By: Michael Lewis, Steffen Kutscher
Quarterly highlight: Navigating mega-forces
Decades of efficiency and electrification have defanged a once-feared macro risk — even as Middle East tensions keep markets jumpy.
By: Michael Lewis, Ian Bigelow
Time to Turn Back?: Return to Growth or seek US equity alternatives?
By: Ivy-sw Ng, Christy Lam
Charging Ahead: Electrification in Asia
The Australian dollar currently has a wide range of monetary, economic and political factors on its side
Positioning portfolios for the next phase of market dispersion.
Even a quieter, less interventionist Fed would only shrink its footprint very cautiously. Partly this reflects changes to the financial plumbing in recent decades.
A physically tight market is keeping prices close to their record highs.
By: Michael Lewis
Years of overly loose fiscal policy have sent Japanese bond yields soaring. Increased volatility is here to stay.
The latest sell off was a dramatic reminder that precious metals can move in bursts. Inflation adjusted prices are still at levels rarely seen in modern history.