Simplifying the complex world of alternative investments to help inform your decisions across real estate, infrastructure, private markets and hedge funds.
Hear our asset class specialists discuss their unique experiences facing challenging market conditions, including the great recession, over decades of market cycles.
Podcast on the challenges participants are facing today
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
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.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
In today���s special issue Eye on the Market, Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.