March 10, 2020

A Turn for the Worse

Since our last update on the new coronavirus (February 27) the outlook has dimmed considerably, both for the spread of the virus and for the global […]
February 28, 2020

Update on Coronavirus

Below we provide an update to our Special Edition Investment e.Perspective published earlier this month, The Coronavirus and the Global Economy. Efforts to contain the new […]
February 7, 2020

The Financial Landscape – February 2020

Global Macro Environment Global Conditions Improving But Uncertainty Remains The US economy grew at 2.1% in the fourth quarter signaling that the overall economy continues to […]
February 3, 2020

The Coronavirus and the Global Economy

As market volatility increases in response to the rapidly-evolving coronavirus outbreak, it is an appropriate time to offer a few brief observations from the perspective of […]
January 3, 2020

Financial Landscape – January 2020

Global Macro Environment Global Conditions Improving In the US, the overall economy continues to grow, albeit at a slower pace. Strong employment, the US consumer and […]
December 12, 2019

Financial Landscape – December 2019

Global Macro Environment Global Fundamentals Modestly Improving The US consumer continues to be the workhorse for the economy. Real GDP in the third quarter was revised […]
November 4, 2019

Private Equity Co-Investing: Getting More Than What You Paid For

Private equity investing has long been seen by sophisticated investors as a means of generating returns in excess of what is available in the public markets […]
November 4, 2019

The Financial Landscape – November 2019

Global Macro Environment Global Growth Near the Bottom The October US jobs report showed a gain of 128,000 month over month. A good result after factoring […]
October 11, 2019

Financial Landscape – October 2019

Global Macro Environment US Joining Global Growth Slow Down The Institute of Supply Management (ISM) Manufacturing Purchasing Managers Index (PMI) fell further below 50 in the […]
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