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 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 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.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction?
What do our long-term growth and inflation forecasts say about today’s economy?
For the first time in 20 years, markets will have to survive without support from central banks.
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.
Is there still value in investing in alternatives?