Mark Mobius: No Recession and Trump in 2020

In a recent interview with Barron’s sister-publication Financial News, veteran investor Mark Mobius said, “I don’t see a recession risk,” explaining, “the simple reason is that with interest rates going…

KKR on Volatility in Private Markets

A recent paper by private equity firm KKR argues that, although the increased leverage and smaller company sizes typically included in private equity portfolios  should lead to more volatility in…

Rob Arnott Talks About a Fanmag Bubble

In a recent interview with Financial News, Research Affiliates partner Rob Arnott argued that the surge in valuations of the largest U.S. tech stocks is unlikely to continue, adding that…