The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
For the first time in 20 years, markets will have to survive without support from central banks.
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Eye on the Market: The Verdict
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
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.