LTCMA 2019 illustration managing illiquidity risk across public and private markets.
Eye on the Market: The Verdict
After a long and brutal U.S. Presidential election campaign, Donald Trump has emerged victorious, with Hillary Clinton conceding in the early hours of the morning, and Trump congratulating her on a hard-fought campaign.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
This bulletin reviews the progress made in India's current reform agenda.
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found.
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.
This paper examines the recovery progress seen in European markets since the start of 2015.
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 volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.