What are the implications of quantitative tightening for the global bond market?
What are the potential investment implications of factor based investing?
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
J.P. Morgan Asset Management's Dr. David Kelly discusses the trade battle between China and the United States and its impact on investment portfolios.
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.
Is China still the wildcard in domestic equity markets?
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
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.