This week, I speak with Jeffrey Becker, Chairman and CEO of Jennison Associates. Prior to joining Jennison in 2016, Jeff served as the CEO of Voya Investment Management, formerly ING. He held various positions with ING including Vice Chairman, Chief Operating Officer, and Chief Financial Officer. He is a member of the Economic Club of New York and also serves as an Advisory Board member of Institutional Investor’s U.S. Institute. Additionally, he is Vice Chair of […]

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By now it’s become increasingly clear that both the U.S. and China are eager to de-escalate the trade war, yet neither is willing to make the first move. In China, export orders are drying up, and factories are shutting down. Meanwhile, across the Pacific Ocean in the U.S., containerized cargo volumes through the Port of Los Angeles are teetering on the edge of a very sharp decline, threatening to send shockwaves through Southern California’s economy and beyond. Early Friday, several media […]

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Tweet Among the most careful, thorough, and insightful – and significant – economic analysts at work today is the American Enterprise Institute’s Scott Winship. In this new post, which is long but well worth a complete and careful read, Scott summarizes the “China Shock” research as well as all of the significant pieces of research inspired by it. Especially important is this bit: Finally, all the research estimating “effects” of the China Shock suffers from an important real-world […]

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