Should investors fear an erosion of the illiquidity premium?
What are the bright spots in fixed income?
Where should core or core plus portfolios look to find value?
What are the risk and return considerations when it comes to private credit?
Do high yield bonds and leveraged loans still have room to run?
J.P. Morgan Asset Management's Dr. David Kelly discusses the trade battle between China and the United States and its impact on investment portfolios.
Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and the problem with the student loan system.
Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point. A brief note on what happened, and the alternatives.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
Armageddonists and the portfolio cost of fear, 2010-2019