Market Strategy

How did ESG perform during the presidencies of Donald Trump (R) and Joe Biden (D)?

A confluence of factors – including the taming of deflation and a dramatic push for corporate reform by the Tokyo Stock Exchange (TSE) – has Japan poised to deliver some of the world’s best global investment returns through 2030.

David Zervos is skeptical the Fed will be able to quickly declare victory over inflation and expects that a solid economic outlook should translate to a more restrictive Fed, for a longer duration.

Corporations and PE firms are increasingly partnering up on acquisitions. What makes these transactions attractive?