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.
Have investors been forced to embrace private markets? Find out with David Lebovitz on this week���s episode on the Center for Investment Excellence.
The S&P 500 could hit 10,000 by the mid-2030s
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Managing insurance portfolio ratings migration in a recessionary environment
With investors looking to achieve alpha, reduce volatility and minimize costs, can smart beta achieve the perfect balance in today's environment?
The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. In this piece we highlight the driving forces and discuss the ways in which investors can include ESG factors
What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market?
Historically, an inverted yield curve has been a useful indicator of recessions. However, quantitative easing may have distorted that signal.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.