This content is from: Portfolio As the Fed Party Ends, Private Equity Prepares for the Hangover The tightening macroeconomic environment poses challenges for an asset class that thrives on borrowed money. By Jessica Hamlin May 06, 2022
This content is from: Portfolio Some Managers Already See Signs of a Growth Stock Comeback Investors’ appetite for risk is increasing as “fears over global escalation of the Ukrainian conflict have eased,” says Los Angeles Capital’s Michael Schlachter. By Hannah Zhang April 08, 2022
This content is from: Video Why Ending Quantitative Easing Is a Good Thing for Banks Sanford C. Bernstein's John McDonald, No. 1 in large-cap banks on the All-America Research Team, explains how the Federal Reserve's plan will help banks boost revenue. By Editors October 13, 2014
This content is from: Portfolio Stanley Druckenmiller: Quantitative Easing Is a Major Mistake The founder of Duquesne Capital blames the Fed’s monetary policy for the 2008 financial crisis and thinks we’re headed down the same path. By Robert Teitelman July 16, 2014
This content is from: Portfolio Investors Become a ‘Lot More Cautious’ as Rate Hikes Loom More hawkish positioning by central banks have triggered defensive strategies including a dash to cash, according to Bank of America’s December fund manager survey. By Jessica Hamlin December 14, 2021
