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.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
Written by ERISA Strategist Dan Notto, this bulletin discusses insights from our 2019 DC Plan Sponsor Survey
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
For the first time in 20 years, markets will have to survive without support from central banks.
An update from the front lines of the Trade War, with a focus on implications for investors.
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.
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.