Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
For the first time in 20 years, markets will have to survive without support from central banks.
Our 2019 Global Alternatives Outlook (PDF) has ideas to help you navigate this shifting investment landscape in the upcoming 12- to 18-months.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.
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.
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.