Simplifying the complex world of alternative investments to help inform your decisions across real estate, infrastructure, private markets and hedge funds.
Podcast on the challenges participants are facing today
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.
Where can investors find sustainable sources of return?
Armageddonists and the portfolio cost of fear, 2010-2019
A close look at the Progressive Agenda, China���s deteriorating welcome mat in DC and US Tech IPOs
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
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.
For the first time in 20 years, markets will have to survive without support from central banks.
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.