OFI Global seeks to understand the interconnectedness of the global markets. In today’s market environment, developments that occur in one corner of the world often have far-reaching implications for investors everywhere. The CIO Insights blog offers a view into our latest thinking, and provides a balanced perspective to those who are trying to make sense of current market developments.
Follow @KrishnaMemani for more news and commentary.
To date, CIO Insights themes have included:
|Capitulation, Thy Name Is Powell||February 1, 2019|
|QT? Bah, Humbug! It's All About Fed Policy||January 16, 2019|
|Did Christmas Come Early for Investors This Year?||December 6, 2018|
|Playing with Fire on Trade||October 2, 2018|
|Emerging Markets: What I Got Wrong||September 10, 2018|
|It Ain't the Economy, Silly. It's Interest Rates and Trade.||July 31, 2018|
|Is the Cycle Over? Not Yet.||June 22, 2018|
|Why North Korea Is the Right Model for Understanding Tariffs||June 19, 2018|
|The Dollar Rally and Emerging Markets in Perspective||May 18, 2018|
|The Dollar is Strong? Give Me a Break!||April 30, 2018|
|Is the U.S. Economy Cresting?||April 17, 2018|
|Will Trade Skirmishes End the Economic Cycle?||April 2, 2018|
|Well Played, Jay Powell!||March 22, 2018|
OFI Global Asset Management (“OFI Global”) consists of OppenheimerFunds, Inc. and certain of its advisory subsidiaries, including OFI Global Asset Management, Inc., OFI Global Institutional, Inc., OFI SteelPath, Inc. and OFI Global Trust Company. The firm offers a full range of investment solutions across equity, fixed income and alternative asset classes. The views herein represent the opinions of OFI Global and are subject to change based on subsequent developments. They are not intended as investment advice or to predict or depict the performance of any investment. The material contained herein is not intended to provide, and should not be relied on for, investment, accounting, legal or tax advice. Further, this material does not constitute a recommendation to buy, sell, or hold any security. No offer or solicitation for the sale of any security or financial instrument is made hereby.