How can the right alternatives portfolio construction help close the return gap?
What does infrastructure investing look like in the future?
Where can investors find sustainable sources of return?
Should investors fear an erosion of the illiquidity premium?
What are the bright spots in fixed income?
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.
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 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.