Eye on the Market: The Verdict
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.
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.
The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
J.P. Morgan Asset Management's Dr. David Kelly discusses the trade battle between China and the United States and its impact on investment portfolios.
Market sentiment towards the Chinese currency has shifted significantly
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.