With continued volatility on the horizon, it is critical to both plan for the future and reflect on lessons learned from the past. Hear our asset class specialists discuss their unique experiences facing challenging market conditions, including the great
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Podcast on the challenges participants are facing today
Where can investors find sustainable sources of return?
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
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.
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.