From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.
Our 2019 Global Alternatives Outlook (PDF) has ideas to help you navigate this shifting investment landscape in the upcoming 12- to 18-months.
For the first time in 20 years, markets will have to survive without support from central banks.
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 takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
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.
An Opportune Time to Build Your Strategic Allocation
Eye on the Market: The Verdict
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.
Many defined contribution (DC) pension scheme members may be pleased with year-end 2017 results in their retirement plan statements, but the outlook for market returns over the next 10 to 15 years remains less than inspiring, according to J.P. Morgan���s 20