From Lost Decade to Golden Age: A New Paradigm for Japan Inc.
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.
Graying of America Explains Labor Market Tightness; Recession Likely On Tap for Early ‘24
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.
Trend Watch: Partnerships Between Corporations and Private Equity
Corporations and PE firms are increasingly partnering up on acquisitions. What makes these transactions attractive?