Categories Investment The Fed is well-equipped to handle year-end repo volatility rahulPosted onJanuary 21, 2020 Invesco Fixed Income believes the Federal Reserve (Fed) will add sufficient liquidity to the banking … Continue ReadingThe Fed is well-equipped to handle year-end repo volatility
Categories Investment Is globalization over? rahulPosted onJanuary 15, 2020 Globalization means many things–migration, the exchange of ideas and culture, and trade and cross-border capital … Continue ReadingIs globalization over?
Categories Investment Ride hailing in emerging markets is more than transport rahulPosted onJanuary 9, 2020 When Apple introduced the iPhone in 2007, only the most prescient of market observers would … Continue ReadingRide hailing in emerging markets is more than transport
Categories Investment SteelPath December MLP update and news rahulPosted onJanuary 3, 2020 The master limited partnership (MLP) sector saw a series of events take place in November, … Continue ReadingSteelPath December MLP update and news
Categories Investment Are value stocks poised for a comeback? rahulPosted onDecember 28, 2019 For the past decade, the competition between growth and value stocks has been decidedly short … Continue ReadingAre value stocks poised for a comeback?
Categories Investment US infrastructure spending may lead to compelling investment opportunities rahulPosted onDecember 22, 2019 There can be no doubt that there is a great need for increased US infrastructure … Continue ReadingUS infrastructure spending may lead to compelling investment opportunities
Categories Investment Reflections on my recent visit to China rahulPosted onDecember 16, 2019 In my recent visit to China, I met with a variety of clients, as well … Continue ReadingReflections on my recent visit to China
Categories Investment Tactical Asset Allocation Views – November Update rahulPosted onDecember 10, 2019 In our most recent blog, we described a global macro backdrop characterized by two major … Continue ReadingTactical Asset Allocation Views – November Update
Categories Investment SteelPath November MLP update and news rahulPosted onDecember 4, 2019 The master limited partnership (MLP) sector saw a series of events take place in October, … Continue ReadingSteelPath November MLP update and news
Categories Investment With liquefied natural gas, it’s time to bury old myths and embrace the new reality rahulPosted onNovember 28, 2019 Commodities are rarely associated with explosive consumption growth. While the rise of China challenged this … Continue ReadingWith liquefied natural gas, it’s time to bury old myths and embrace the new reality
