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.
Equity solutions for volatile markets
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.
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.
The Chancellor pointed out at the beginning of this budget that a new budget could be required in the spring if a Brexit deal is not reached.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore