Global Insight – October 2023
New normal, old normal, or no normal?
The rocky road for debt ceiling negotiations
A crisis for a few banks is not a banking crisis.
The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors.
The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing.
New normal, old normal, or no normal?
The income is back in fixed income
Rallies, recessions and realistic thinking.
Worlds apart - Risks and opportunities as deglobalization looms