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.
Eye on the Market: The Verdict
Is the gap closing between US equity returns and the rest of the world’s?
Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.
Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
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.
Is China still the wildcard in domestic equity markets?
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
How can you invest sustainably without limiting your investment universe?
Where is the value in emerging markets equities?