Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
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.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.