Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
It was another rollercoaster ride for equity markets but this time ending on a high note, with the S&P 500 Index delivering a thrilling 13.6% return in the first quarter, the best start to a year since 1998.
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.
Themes from the quarterly Quantitative Beta Research Summit
From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.
An update from the front lines of the Trade War, with a focus on implications for investors
J.P. Morgan Cashflow Driven Investment Strategy
Eye on the Market: The Verdict
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.