The housing market faces demographic headwind, with population slowing dramatically for several reasons; which has resulted in diminished demand for housing.
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.
Explanation of the methodology applied to formulate the J.P. Morgan LTCMA Volatility and Correlation forecasts.
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.
Market downturn, bear market
Podcast on the challenges participants are facing today
J.P. Morgan 2019 LTCMA Equity Market Assumptions
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.