Impacts of disruption on the core infrastructure investor
Our 2019 Global Alternatives Outlook (PDF) has ideas to help you navigate this shifting investment landscape in the upcoming 12- to 18-months.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
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.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.
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.