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.
Simplifying the complex world of alternative investments to help inform your decisions across real estate, infrastructure, private markets and hedge funds.
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 Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
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.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
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.
Hear our asset class specialists discuss their unique experiences facing challenging market conditions, including the great recession, over decades of market cycles.
An update from the front lines of the Trade War, with a focus on implications for investors.