◀ The Principal Blog

Posts from the ‘Economic Insights’ category

China: Which Direction for the Yuan?



I’ve recently had some conversations on the idea that China is intentionally weakening their currency, the yuan (aka the RMB), in an effort to put some support under economic growth that’s slowing down. It’s an interesting argument, but my personal take is that while China’s happy to…

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Milken 9

Institutional Investors: To Protect and Increase



When you want a long-term viewpoint on markets, you have to listen to institutional investors. So my last panel at this year’s Milken Global Conference, “The View from Institutional Investors: Where Will Returns Come From” seemed to be the perfect capstone to the event. The panel comprised…

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