EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
For the first time in 20 years, markets will have to survive without support from central banks.
For this issue of Pensions & Investments, discover how investors are making strides towards positive allocations and real assets through yield and stable returns in a low interest rate environment.
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.
In this month’s podcast, 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.
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.
Accessing new sources of uncorrelated alpha
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Michael recaps the self-inflicted wounds of the Section 301 tariffs, and recaps his meetings in DC with a group of Congressmen to discuss debt, deficits and financial markets.