Allison Schrager
ALLISON SCHRAGER IS A BLOOMBERG OPINION COLUMNIST COVERING ECONOMICS. A SENIOR FELLOW AT THE MANHATTAN INSTITUTE, SHE IS AUTHOR OF “AN ECONOMIST WALKS INTO A BROTHEL: AND OTHER UNEXPECTED PLACES TO UNDERSTAND RISK”. @ALLISONSCHRAGER
How can an economy this good feel this bad?
The US is in the middle of an economic boom, but it is more vulnerable to shocks than it was a few...
Data is changing shareholder capitalism
Corporations should still strive to maximise investor returns, but in some cases, other values should take precedence
The private equity bubble is about to deflate
Whether valuations fall suddenly or gradually, the industry is due for a reckoning, and the consequences for the economy are dire
Market volatility is about to make a comeback
A transformative period may be imminent for the US and global economy – and it will bring more risk
Higher for longer? Rates could be higher forever
If borrowing costs remain elevated, there will be greater downside risk for investments. But it’s not all bad.
Wall Street just doesn’t get retirement
The goal of retirement plans should be providing income to those no longer working, not accumulating wealth for those who still are
Investors can’t always trust the data, and that’s okay
The spread of analytics has been good for almost everyone, but it’s more important than ever to separate the signal from the...
The virtue economy is over
The DEI and ESG movements are well-intentioned, but executing on the vision has always been a problem
Three myths about investing for retirement
The bad news is that you are probably thinking about it all wrong. The good news is that you are probably better...
When did growth become a bad word in the US?
Playing it safe with economic policies threatens America’s claim to global leadership