More of our insights
Institutions remain cautious, despite market rally
Market sentiment has shifted recently, but there are still reasons for caution. This week’s chart looks at institutions’ somewhat neutral positioning.
Investor demand for private assets remains robust
As investment opportunities shift, this week’s chart looks at institutions’ historical fundraising across private markets.
As growth turns higher, leading indicators remain flat
Markets have rallied amid better-than-expected economic data, but leading indicators show little optimism. This week’s chart looks at the growing gap.
Could an investor vs. Fed divide drive volatility?
This week’s chart looks at market-based expectations for Fed rate cuts, which have increasingly run counter to policymakers’ intentions.
2023 has seen an extraordinarily concentrated rally
Stocks have rallied in 2023. But this week’s chart looks at the massive divide between returns on the Big 6 tech stocks and the rest of the S&P 500.
Q1 2023 3D Report: You can run for a long time, but sooner or later…
Zero interest rates and quantitative easing have long provided seemingly interminable tailwinds. But 2022 and Q1 2023 prove we’re now in a cut-down phase.
