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 […]
September 30, 2019

The Financial Landscape – September 2019

Global Macro Environment Global Growth Slowing Economic data in Europe continues to be unpromising. Brexit uncertainty continues to rattle the UK economy. The results led the […]
September 24, 2019

There Are No One-Handed Economists

In the years immediately after WWII, as he sought to implement the Marshall Plan, Harry Truman was quoted as saying: “Give me a one-handed economist. All […]
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