What to expect in the next 15 years.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
Key findings from the Multi-Asset Solutions Strategy Summit
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Expected returns and correlations of asset classes.
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.