Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
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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.
The key political, macro and credit risks that insurers may want to address in 2019.
As widely expected, the European Central Bank (ECB) today announced its intention to extend its quantitative easing (QE) programme by nine months at least until September 2018, leaving the door open to a further expansion in size and duration if conditi
A summary of the factors driving global markets over the last month.
A summary of the factors driving global markets over the last quarter.
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.