In this research brief, Tim Barron suggests the entire notion of the “new normal” being somehow different is an exaggeration or an embellishment. He says there is nothing “new” about this normal but it is more appropriately described as “back to normal.” And, that if it lasts for three or more years, it will then be viewed as THE normal and we will become adjusted – until it changes again.
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Steve Eisman, whose bet against subprime mortgages was chronicled in a popular movie and book, says reforms have reined in the leverage that led to his ‘end-of-the-world’ short from a decade ago.
Market fundamentals are in great shape and a return to normal volatility won't change that, although debt and cyber-risk are potential dangers, a panel of executives told the Milken conference.
Individual investors are being denied access to tech shares and other growth because fewer businesses are publicly listed, a panel of asset management executives told the Milken conference.
Large pension funds are being cautious in current markets and are looking to "batten down the hatches", a panel of investors told delegates at the Milken Institute Global Conference in LA.
As the CDP turns 18, its founders’ dream of universal reporting of climate-change data is closer to reality than ever, thanks to standards and guidelines the TCFD has released.
Finance professor Keith Ambachtsheer has outlined a trio of possibilities for coming decades. One is a rosy outlook, two are more pessimistic. But no matter what, he sees a long-term premium.
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