What does the uptick in M&A mean for private markets?
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
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War of the Worlds
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
War of the Worlds
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
What would a Conservative government mean for sterling?
Will the global economy improve in 2020?
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Emerging opportunities
The Demographic Challenge to Above 2% Growth
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
The investment outlook for 2020
Investment strategies for a late-cycle environment
Center for Investment Excellence
Educational hub featuring an expanding set of tools and information.
Center for Investment Excellence Podcast Archive
Listen to previous series on a variety of investment topics, asset classes and current themes