Michael's Blog

As the Federal Reserve and other global central banks unleash aggressive rate hikes in their efforts to tame inflation, the potential for high interest rates to trigger an economic slowdown remains a concern for markets. Let’s look at the difficult choices...

Uncertainty about the economy, inflation, and monetary policy has supercharged volatility in financial markets and, similarly, a repricing of financial assets. Further downside cannot be ruled out until greater visibility arrives, however valuations across...