Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
II_Democratization of HF_GLOBAL.pdf
For the first time in 20 years, markets will have to survive without support from central banks.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
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.
Dan Watkins, Deputy CEO, Asset Management EMEA, provides a video update on the questions investors should be asking their aseet managers around BREXIT
Sorca Kelly-Scholte, Head of EMEA Pensions Solutions and Advisory Team, provides a video update on the main implications of BREXIT for pension firms.