The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
One of the most perplexing things about the recent stock market rally is that it has occurred against a backdrop of equity fund outflows and bond fund inflows. In fact, according to the Investment Company Institute (ICI), from the end of 3Q18 through the
Michael discusses this year’s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world’s de-carbonization challenges, Germany’s energy transition and Trump’s War on Science.
Over the past few years, real estate investors have constantly discussed the “death of retail” - put another way, as a greater share of consumer activity occurs online, the need for large, big-box retail properties has dwindled.
WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
This is a trend that has already begun this year, with major EM central banks already enacting rate cuts, or at least postponing planned rate hikes.
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 went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
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.
We continue to believe that no UK politician can secure a bettler deal simply because there is no toher solution to the Irish Border.