More of our insights
Strive in ’25: Market/Asset allocation outlook
What are the key opportunities in 2025? Our Chief Market Strategist discusses complementing public equity exposure, replacing/complementing fixed income and putting cash to work.
As rates climb, 60/40 portfolio has lost steam
Expectations for a higher-for-longer rate environment have challenged equity and core fixed income markets, as this week’s chart highlights.
The Takeaway with Troy Gayeski: Post-election strategy
Our Chief Market Strategist dives into his latest strategy note series on the post-election landscape for key alternative strategies.
Middle market optimism reaches new heights
Middle market business leaders’ economic optimism reached an all-time high in Q4 2024, even as potential uncertainty edged up.
Investor sentiment outpacing earnings?
Investor sentiment has raced to all-time highs. Could investors be overlooking potential volatility drivers, including moderating earnings forecasts?
Post-election strategy note—part II: Encore, laissez les bon temps rouler
Let the good times roll for private credit, senior commercial real estate lending and liquid multi-strategy funds.
