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.
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
The S&P 500 could hit 10,000 by the mid-2030s
Today the Bank of England’s (BoE) Monetary Policy Committee met, and voted by a majority of 7-2 to keep the policy interest rate at 0.75%.
In today’s special issue Eye on the Market, Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
The UK population are returning to the polls, in a bid to resolve the Brexit impasse. Abundant uncertainties about the election result argue against significant positioning in sterling assets in either direction.
Mario Draghi reacted to the increased economic risks to the economic outlook with a bold package of monetary easing measures.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting