Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Hear our asset class specialists discuss their unique experiences facing challenging market conditions, including the great recession, over decades of market cycles.
Should investors fear an erosion of the illiquidity premium?
What are the bright spots in fixed income?
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
A summary of the factors driving global markets over the last month.
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.