More of our insights
Public market sentiment cools as challenges mount
Individual and professional investors have grown notably more bearish in February. The U.S. middle market may represent a reason to be bullish.
2025 Market outlook: 5 challenges, 5 opportunities
After scaling a wall of worry, public markets now appear priced for perfection. But lofty valuations and policy uncertainty pose risks.
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.
