There has been significant progress in the Brexit negotiations in the last 48 hours.
The results of the US midterm elections were largely in line with expectations, with one important wrinkle.
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.
Where do we see potential within alternatives?
Do we still see promise in emerging market growth?
Where do we expect bond yields to go?
Macroeconomic assumptions: Mostly stable, mostly moderate
How do your peers embed ESG into portfolios?
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.