Equity market assumptions
Where can investors find sustainable sources of return?
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Alternative strategy assumptions
Should investors fear an erosion of the illiquidity premium?
Fixed income assumptions
What are the bright spots in fixed income?
Introducing the Guide to Alternatives
Simplifying the complex world of alternative investments to help inform your decisions across real estate, infrastructure, private markets and hedge funds.
Trade trouble
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.
The Armageddonists!
Armageddonists and the portfolio cost of fear, 2010-2019
So Long Yellow Brick Road
An update from the front lines of the Trade War, with a focus on implications for investors.
Food fights at the Fed and in the Leveraged Loan market
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Lost in space: The search for democratic socialism in the real world
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Smoot Hardly
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.