We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
The key political, macro and credit risks that insurers may want to address in 2019.
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.
For the first time in 20 years, markets will have to survive without support from central banks.
Currency movements based onbrexit's outcome.
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.
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.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Eye on the Market: The Verdict
The potential political, macro and credit risks insurers may want to address in 2019.