What investors should consider
Mountains and molehills: Achievements and distractions on the road to decarbonization, and what comes next
Michael discusses this year’s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world’s de-carbonization challenges, Germany’s energy transition and Trump’s War on Science.
Listen to our 2019 LTCMA themes and forecasts.
Private infrastructure investing has reached a tipping point. Learn why we view environmental, social and governance (ESG) standards as the No. 1 trend.
European Central Bank meeting: Quantitative easing is coming to an end but low rates likely to persist
Today the European Central Bank (ECB), at its final monetary policy meeting of the year, confirmed that it will cease net asset purchases at the end of this year, in line with its previous guidance.
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Is the gap closing between US equity returns and the rest of the world’s?
Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.