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 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.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Eye on the Market: The Verdict
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
For this issue of Pensions & Investments, discover how investors are making strides towards positive allocations and real assets through yield and stable returns in a low interest rate environment.
The performance of the US dollar significantly diverged from relative rate spreads
Daily comprehensive market and economic trends through clear and compelling charts.
It is time to adopt a more diversified and thoughtful approach that recognizes the importance of valuations and relies less on that most naïve of all assumptions - the prospect of wisdom from Washington.
While U.S. equities still look less expensive than Treasuries and cash, they are not as attractive as they once were. Investors looking for stronger long-term returns may find a better opportunity in European