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.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Impacts of disruption on the core infrastructure investor
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.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
An update from the front lines of the Trade War, with a focus on implications for investors
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.