Jeremy Grantham's Big Calls: Emerging Markets...

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar highlights a mixed global equity backdrop, with U.S. markets steady, Euro ...  Show more

Jeremy Grantham blames the US Federal Reserve for creating a bubble in asset prices—one he says has a long way to go before it’s fully deflated. As a result, stock prices may not reach bottom until late next year, he warns. The 84-year-old co-founder of investment firm GMO joined ...  Show more

Adrian Helfert, portfolio manager for the Westwood Income Opportunity Fund, says that while investors might be nervous about the economy and the potential for a downturn, they should go along with the market's trends and not fight the central bankers who have been fueling the reb ...  Show more

Over the last decade private markets have outperformed versus public markets, but given the recent public market volatility, will private markets continue to attract investors? Head of Brokers, Asset Managers, and the Exchanges Team Mike Cyprys and Head of European Asset Manag ...

Brian Singer, head of the dynamic allocation strategies team at  William Blair  Co., said that fundamentals are going to re-assert themselves on asset prices, noting that when central banks around the world are tightening, value tends to be in favor. Singer also said that emergin ...  Show more