With the International Monetary Fund and most analysts ratcheting down global growth forecasts, no end in sight for Europe’s fiscal and financial challenges, and a looming fiscal cliff in the United States, there is considerable hope that China, the world’s second largest economy, can remain an engine of global growth. Only Chinese growth his slowing rapidly. Is it time to revise expectations?
Resource Search
This paper looks at the possibility of an upturn in housing and the headwinds most likely to impede a robust recovery.
Pension plan sponsors face significant challenges. Retirement obligations continue to increase, and the two major equity market set-backs in 2000 and 2008 have produced widening funding gaps. So what does the future hold? Will their plans be able to reliably achieve their stated return objectives? Unfortunately for plans relying solely on traditional equities and fixed income, the prospects look grim. Our analysis suggest these plans will likely experience a 2% shortfall per annum over the next 7-10 years.
This presentation details the key findings of a study looking at the effect of private equity on employment.
Chief Investment Officer David Donabedian recaps the first half of 2012 and provides an outlook for economic activity and financial markets in the third quarter of the year.
Data from the Carlyle portfolio and external sources suggest that housing construction and renovation activity could be on the verge of recovery.
By virtually any measure, the speculative grade corporate credit market in the United States is performing exceptionally well. In this paper, the Carlyle Group looks at why its predicted collision with the “maturity wall” never materialized.
Council on Foreign Relations President Richard Haass' keynote address at the 2012 FOX Fall Forum looked at how to prepare younger generations to succeed in a more global world.Some highlights:
Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that influence security prices. In this 2012 FOX Fall Forum session, Hunt examined the impact of European and US monetary and fiscal policy on world markets.Some key takeaways:
The bickering and partisanship in Washington today has both national and international implications. What is motivating this divisiveness and what is the likelihood of notable improvement in the future? Mark Halperin, best-selling author, senior editor at TIME and sought after political commentator, shared his insights on the consequences of the stalemates and divisiveness that seem to dominate politics today at 2012 FOX Fall Forum.Some highlights include: