This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
Recent data from the Institute for Supply Management (ISM) suggest that the manufacturing part of the US economy is now contracting.
For the first time in 20 years, markets will have to survive without support from central banks.
A summary of the factors driving global markets over the last month.
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.
In this month’s podcast, 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 Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.