September 27, 2017— On Sunday, Germany held general elections for the Bundestag, its lower house of parliament. This election was the last in a series of 2017 European elections in which right-wing, anti-immigrant parties and candidates challenged centrists. Earlier this year, centrists soundly defeated extremists in both the Netherlands and France.
September 18, 2017— China’s ruling Communist Party (CCP) convenes its 19th National Congress on October 18. The congress will be assembling against the backdrop of a favorable investment climate that goes well beyond mere window-dressing:Rising personal incomes are driving the revenue of many listed companies, especially in e-commerce.
September 1, 2017— Under the staid surface of a low interest rate environment and a persistent tightening of credit premiums, much has changed in the composition of the U.S. bond market over the last 10 years. Investors need to take stock of these changes now before the next inevitable period of market turbulence catches them by surprise. Since the onset of the Great Recession, two major themes have taken place in the bond market with little notice or fanfare.