Investors need to hedge against both inflation and deflation, the DoubleLine Capital CEO said.
The Oaktree Capital Group co-founder said the current market highs don’t jibe with events in the U.S.
With Britain gone, Europe has nothing preventing it from adopting a new economic-policy model.
Five realistic predictions for the new year; including inflation, Treasury yields, credit markets and bitcoin.
The spread of globalization has been an unrelenting force, but its march forward has lost some steam in recent years.
Value stocks and emerging market equities are good places for investors to go fishing, he said.
As investors begin to move past the coronavirus, there may be opportunities for new market leadershi, he said.
Governments will play a larger role in the lives of citizens, spending—and owing—more money.
A debt deal may also intensify ongoing concerns about Jared Kushner’s potential conflicts of interest.
To consider what may happen in 2021, it’s useful to reflect on how we ended 2020—both the good and the bad.
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