Marc Chandler, Managing Partner and Chief Market Strategist at Bannockburn Global Forex, thinks the reign of the strong U.S. dollar is coming to an end. He anticipates an economic slowdown in the U.S., and explains why 2020 will be a stock picker’s year.
David Rosenberg, Chief Economist & Strategist of Rosenberg Research, doesn’t believe in the sustainability of the stock market rally, and warns that investors may be disappointed at the end of the year. He is bullish on energy stocks - and predicts that the gold price will surge to $3000.
Only a handfull of European companies have been involved in China's Belt and Road Initiative – mainly in niche roles. As China scales up in other markets, the EU and its member states must act to create a level playing field.
We need to understand that large Chinese conglomerates like Huawei, Alibaba, or China National Petroleum are commercially driven organizations that will be tolerated as independent entities only so long as they serve the needs of the Chinese state.
Christopher Wood, Equity Strategist for Jefferies, has a positive view on world financial markets in 2020. In an in-depth interview, he states his bullish case for Asian emerging markets and Japan, and he explains why energy is the most exciting sector today.
Mohamed El-Erian, Chief Economic Advisor at Allianz, warns of more struggles ahead for the European economy. He points out that negative interest rates are causing more harm than good and cautions of over-promised liquidity in the financial markets.
Mispriced, opaque private ventures no longer fulfill the tough requirements of initial public offerings (IPOs). The WeWork and Uber bubbles teach us how zero interest rates create too much capital that chases too few sound ventures.
Luigi Zingales, professor at the University of Chicago Booth School of Business, explains why new digital platforms like Facebook and Google need more competition. According to the fierce advocate for capitalism there's an urgent need for reform in other sectors of the economy as well.
Finance is already the most computerized activity of all since the advent of high frequency trading, artificial intelligence and big data. Enter quantum computing in finance, and we are even closer to full robotic finance.
Tad Rivelle, Chief Investment Officer of the Californian bond house TCW, doubts that the Central Banks can prevent the impending economic downturn. He spots increasing signs of stress in the credit sector and recommends holding safe assets to be prepared for turmoil in the financial markets.
Fintechs are causing major shifts. Non-banks and phone apps are increasingly taking over banking activities. New governance models emerge, inspired by peer-to-peer and community logic. Banks could end up in roles of trusted advisors and safekeepers in a more decentralized ecosystem.
Short Seller Kevin Duffy spots early signs that the bond bubble is bursting. In an in-depth conversation with The Market, the head of hedge fund Bearing Asset Management reveals where he sees the most dangerous excesses and which stocks look attractively cheap in today’s environment.