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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.
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
For the first time in 20 years, markets will have to survive without support from central banks.
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 summary of the factors driving global markets over the last month.
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.
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.