Are markets headed for a nasty surprise? While even some enlightened professional investors prefer to live in the world of passive delusion – actively trying to see no evil, hear no evil – the risk managers in the crowd, including CLSA, focus on logic and explore all primary probability paths. Good research – and journalism – is at its best when it follows the story where it leads and doesn’t filter out the negative; it treats the audience like the intelligent people they are and assumes they can handle the truth. Where this leads CLSA might not always a pretty spot,…
On This Page
- With the stock market levitating amid negative interest rates, how long will the magic last?
- US public pension fund managers are "toast" for more than trouble finding yield, there is principal risk
- CSLA points to the BIS and Bill Gross to highlight the negative interest rate conundrum
- One powerful establishment banking force, the Bank of International Settlements, questions negative rate logic
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