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
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
Where can investors find sustainable sources of return?
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.
An update from the front lines of the Trade War, with a focus on implications for investors.
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.