More of our insights
The clear opportunity in a healthy middle market
Despite allocation challenges, revenue growth in the U.S. middle market remains healthier than ever as this week’s chart highlights.
Q1 2024 3D Report: The really big thing
There are periods when knowing many things and skillfully implementing them is the main source of alpha, but that hasn’t been the case since the financial crisis.
Dare to Dream is now a wonderful reality!
“Laissez les bons temps rouler”… well maybe not quite
As yields decline, so does cash’s appeal
Money market assets keep growing despite yields declining. This week’s chart looks at the diverging trends as cash may be losing its luster.
Cash attractiveness may have peaked in 2023
Cash was an attractive, safe asset last year amid elevated rates. This week’s chart looks at why the tide may be changing.
Will a rate-dependent equity market become a headwind?
Could last year’s market tailwind turn into this year’s headwind? This week’s chart looks at stocks and rates’ tandem moves over the past year.
