An update from the front lines of the Trade War, with a focus on implications for investors
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Our 2019 Global Alternatives Outlook (PDF) has ideas to help you navigate this shifting investment landscape in the upcoming 12- to 18-months.
From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.
Article discussing how low growth, low yield environments are good for equity income investing.
A systematic back-test of MSCI ESG ratings