A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.
As we hold our latest Investment Quarterly meeting, we take a look at how 2019 has played out so far. Dovish central bank policy has propelled markets to strong returns, but trade remains a key risk.
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.
The housing market faces demographic headwind, with population slowing dramatically for several reasons; which has resulted in diminished demand for housing.
After a dramatic escalation in trade tensions between the U.S. and China early last week, the Chinese yuan depreciated significantly against the U.S. dollar.
On July 31st, The Federal Reserve (Fed) cut rates for the first time since 2008. In the immediate aftermath of this cut, the U.S. Dollar strengthened.
In this year���s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
For the first time in 20 years, markets will have to survive without support from central banks.
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.
Trade barriers, once constructed, are not easy to remove and their implementation is likely provide a slower backdrop for financial market performance.