The latest GDP report seems, at first glance, on the right track. Dig deeper, however, and it’s clear corporate America is still not investing for organic growth, the only path to increasing economic productivity.
Latin American equity funds betting that Brazil’s economy is on the rebound.
Money flows into EM, High Yield and U.S. Bond Funds as investors pare back expectations of "Trump pump" to U.S. economy.
Eyeing political risks of this year’s elections, investors pulling money from Netherlands and France.
Utilities and energy taking in new money, even as fund managers doubt rally in oil prices is sustainable.
Managers see fewer rate hikes on the horizon, put money into emerging market and total return bond funds.
The average American has to work longer than ever to afford one share of the S&P 500, according to Informa Chief Macro Strategist David Ader
Informa Financial Intelligence economist David Ader on how rising energy prices no longer points to an economic uptick.