1648 briefings from 409 companies
Financial markets have calmed since the spring. But, with macro and earnings recoveries below par and vulnerable, central banks daren’t remove the tide of liquidity covering the sharp rocks beneath. After seven years, though, their monetary tool-boxes look bare.
Company:Hermes Investment Management
Published:27 July 2016
After coming off a period of high correlations, where statistically many stocks were mispriced, the US market may still offer plenty of attractive opportunities for the active investor. David Daglio of the Boston Company explains why.
Published:10 February 2016
More than a quarter of American states and several US cities started 2016 by raising the minimum amount employers in their jurisdictions pay workers, yet the US federal minimum wage has remained at $7.25 since 2009. Does this mean US wage inflation is finally present? Portfolio manager Dave Daglio
Published:26 January 2016