This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
Explore our latest thinking on recent world and market developments.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
For the first time in 20 years, markets will have to survive without support from central banks.
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.
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.
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.