Where is the value in emerging markets equities?
Where can investors find sustainable sources of return?
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.
What do our long-term growth and inflation forecasts say about today’s economy?
For the first time in 20 years, markets will have to survive without support from central banks.
In today’s special issue Eye on the Market, Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.