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Listen to our LTCMA themes and forecasts for 2020.
In 2020, the hunt for yield is likely to continue.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
Listen to previous series on a variety of investment topics, asset classes and current themes
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.