CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
One session exploring healthcare investment was a CIO panel featuring Jacque Millard, Leslie Lenzo and John Barker.
J.P. Morgan Alternative Asset Management is honored by Institutional Investor magazine as "Firm of the Year" among Large Fund of Hedge Funds managers at the 12th Annual Hedge Fund Industry Awards.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Armageddonists and the portfolio cost of fear, 2010-2019
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
An update from the front lines of the Trade War, with a focus on implications for investors
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.