Global Macro Trends: Play Your Game (KKR, Jan 2020)
In this 60-page report, KKR strategists state that given the heightened “noise” around geopolitics and macroeconomic uncertainties, their strong suggestion is for investors play heavily to their…
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Podcast: 5G - Big change is in the air (Mellon Capital, Jan 2020)
Telecom carriers are touting much-hyped 5G networks, which promise blazing speeds and massive bandwidth. But it will take many years, an enormous build-out of infrastructure, and a lot more radio…
Gold Outlook: Trade turbulence and Middle East tensions still to dominate (WisdomTree, Jan 2020)
We ended 2019 with one crisis averted: US-China tariffs that were supposed to be ramped up on December 15th were cancelled as the two nations reached a “phase one” trade deal. But as 2019 came to a…
