Market Insights] US Pension CIOs on Private Markets Pension CIOs see volatility but focus on long-term strategy, scaling private markets, fee discipline, and selective real assets.
Personal Finance & Market Insights] Updated - Why this space exists: Reflections on Financial Crisis, Capitalism, and Continuity Reflections on crisis, capital, and continuity—from witnessing the Asian and Global Financial Crises to exploring Cuba, China, and the Nordics. Lessons on resilience, systems, and the future of wealth-building in an age of change, AI, and generational wealth transfer.
Global Markets Recap - Week of Dec 18, 2023 1. What Moved the Markets? Europe 🏈 Bottom Line: European stocks showed mixed performance with the STOXX Europe 600 near a one-year high, while the UK economy faces inflation slowdown and potential recession, and German business sentiment worsens, with European Central Bank officials indicating interest rates will remain high for the
Global Markets Recap - Week of Dec 11, 2023 1. What Moved the Markets? Europe 🏈 Bottom Line: In Europe, financial markets had a mixed week as the STOXX Europe 600 Index rose, the European Central Bank left its record-high deposit rate unchanged at 4% but adjusted down inflation and growth projections, the Bank of England maintained its rate (5.
Global Markets Recap - Week of Dec 4, 2023 1. What Moved the Markets? Europe 🏈 Bottom Line: European stocks and major indexes advanced due to expectations of central bank rate cuts amid slowing inflation and economic challenges, while government bond yields fell and the ECB signaled a dovish shift. * European Stocks Advance: The STOXX Europe 600 Index rose for
Global Markets Recap - Week of Nov 27, 2023 1. What Moved the Markets? Europe 🏈 Bottom Line: European stock markets rallied and government bond yields fell, driven by a significant drop in Eurozone inflation and hawkish central bank responses, with Germany experiencing a rise in unemployment and the UK showing signs of housing market stabilization. * The pan-European STOXX Europe
Global Markets Recap - Week of Nov 6, 2023 1. What Moved the Markets? Europe 🏈 Bottom Line: In Europe, mixed stock market performances and rising government bond yields reflected growing concerns about prolonged high-interest rates, while various economic indicators suggested a sluggish economy. * European Stock Markets: The STOXX Europe 600 Index (-0.21%), reflecting dimmed optimism about a peak