The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
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.
Allocating to multi-asset credit managers, who seek out alpha opportunities without constraint, can improve risk-adjusted returns for the average DB plan.
Disruption and the core infrastructure investor
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.
Private infrastructure investing has reached a tipping point. Learn why we view environmental, social and governance (ESG) standards as the No. 1 trend.
Explore our 2019 Global Alternatives Outlook for ideas to help you navigate this shifting investment landscape in the upcoming 12- to 18-months.
For the first time in 20 years, markets will have to survive without support from central banks.
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.