Michael's Blog

The UK economy is stagnating. The struggling Conservative government may attempt to revive the economy through targeted tax cuts at its upcoming Autumn Statement, though this could underpin already sticky inflation. Let’s explore what the opposition Labour...

S&P 500 earnings are on pace to break back into growth territory after three quarters of declines. While the recent equity rally may seem encouraging, beneath the surface uncertainty about the future direction of the U.S. economy continues to swirl. Given...

Following key events this week, the time has finally come for fixed income investors to look beyond yield, and to the prospects of bond price appreciation and potentially lofty total returns. This may have been one of the most important and significant...