Should investors fear an erosion of the illiquidity premium?
Simplifying the complex world of alternative investments to help inform your decisions across real estate, infrastructure, private markets and hedge funds.
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.
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.
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.