In today���s investment environment rates are lower, this inflates the value of future cash flows and pushes equity market multiples higher.
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.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
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.
Major equity indices have fallen this week. Find out if the selloff is a heads up or a head fake on the outlook for global markets.
An update from the front lines of the Trade War, with a focus on implications for investors.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers��� investments in CMLs.
Equity solutions for volatile markets