Michael recaps the self-inflicted wounds of the Section 301 tariffs, and recaps his meetings in DC with a group of Congressmen to discuss debt, deficits and financial markets.
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.
How can you invest sustainably without limiting your investment universe?
Michael Cembalest provides an overview of key topics covered in his 2017 Energy Publication and their potential impact on global markets.
How can the right alternatives portfolio construction help close the return gap?
What role should hedge funds fill in your portfolio?
What opportunities are available in today’s venture growth markets?
What does infrastructure investing look like in the future?