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Dec
2024
The AI Revolution: Reshaping Markets and the Economy
By Mason Sorenson
In recent months, the conversation around artificial intelligence (AI) has reached a fever pitch, with its impact on financial markets and the broader economy continuing to materialize rapidly. As with all new technologies, and especially with those that stand to revolutionize productivity and innovation so drastically…
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Oct
2024
China’s Market Surge: A Temporary Boost or Long-Term Trend?
By Emmett Shiras, CFA, CAIA
Challenges Faced by China’s Markets Since late 2020 and into early 2021, sentiment surrounding Chinese equities has remained subdued due to several factors: a sluggish post-pandemic economic recovery, heightened concerns over regulatory interventions, and a severely distressed property sector. As a significant driver…
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Jun
2024
Navigating Tight Waters: The Fed & Treasury’s Liquidity Strategy in a Tightening Cycle
By Loren Asmus
While inflation has moderated, the Consumer Price Index (CPI) remains above the Federal Reserve’s (the Fed’s) 2% target. The Fed continues to signal a restrictive policy stance and has maintained the Fed Funds rate above 5% longer than the market initially anticipated. Meanwhile, the U.S. Treasury continues to issue ne…
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2023 Investment Forum Speakers

 

Abigail Glerum
Principal, Goldentree Asset Management"Exploring Opportunities in the High-Yield Credit Markets"

 

Ron Temple
Chief Market Strategist, Lazard Asset Management"Geopolitical Risks: Impact on Global Financial Markets"

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