Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
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.
Following two years of double-digit positive performance, emerging market (EM) equities have reversed course this year.
How will the Brexit negotiations conclude?
The investment outlook for 2019: Late-cycle risks and opportunities
The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
With recent comments from the Federal Reserve sounding more accommodative and evidence of a positive turn in trade negotiations, it felt as if equity markets were finally set for some relief.
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.