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Oct
2019
By Poorvi Parekh, CFA
As one of the longest economic expansions in U.S. history persists, the news of the third quarter of 2019 focused on the financial impact of continuing trade wars, a potential global slowdown, geopolitical unrest, an inverted yield curve, central bank monetary policies, currency depreciation, market volatility, risk of…

Aug
2019
By Poorvi Parekh, CFA
During the last decade, the “lower rates for a long period” scenario has arrived with mixed blessings for the global economy. Capital has steadily flown into riskier assets, but despite aggressive monetary policies, economic growth has not maintained pace with the appreciation of financial assets. Despite negative yiel…

Apr
2019
By Poorvi Parekh, CFA
Risk assets rose sharply in the first quarter of 2019, in spite of slowing economic growth. A more accommodative monetary stance by central banks helped to improve investor sentiment, which was affected in 2018 by trade frictions and moves by the Federal Reserve to normalize monetary policy. The political and economic …