global

Financial Strength versus Price Strength

November 2nd, 2017|by Michael Ashley Schulman, The Big Picture|

Marc ChagallThe rising trend in asset prices known as global asset reflation is not over; improving economic conditions continue to provide a global tailwind to assets. The largest central banks in the world have spent the last nine years and over $12 trillion […]

Look forward to a new mediocre for the world economy

December 30th, 2014|by Michael Ashley Schulman, Perspectives, The Big Picture|

Look forward to a new mediocre for the world economy. Five years after the great recession, growth remains sluggish – conforming to the pattern of previous financial crises – but some countries suffer more than others. The U.S. has broken out of this malaise to the benefit of equities, but growth is lackluster because of […]

After a two-month spring reprieve, markets again turned choppy

April 30th, 2008|by Michael Ashley Schulman, Perspectives, The Big Picture|

After a two-month spring reprieve from a brutal 2008 start, markets again turned choppy. Defensive investors are contemplating potential summer surprises for the global capital markets. Commodity exporters such as Canada, Australia, Brazil, Russia and the OPEC nations continue their strong economic spurt as rising commodity prices make their oil and mining resources ever more […]