The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Listen to previous series on a variety of investment topics, asset classes and current themes
An update from the front lines of the Trade War, with a focus on implications for investors.
The key political, macro and credit risks that insurers may want to address in 2019.
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.