Simplifying the complex world of alternative investments to help inform your decisions across real estate, infrastructure, private markets and hedge funds.
The housing market faces demographic headwind, with population slowing dramatically for several reasons; which has resulted in diminished demand for housing.
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.
Market downturn, bear market
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.
The S&P 500 could hit 10,000 by the mid-2030s
Investors are concerned about the deterioration of corporate debt quality, marked by lower credit ratings and a large share of covenant-lite issuance in the loan market.