Charted territory: Playbook for a new stock-bond correlation regime
More of our insights
Public markets take a winding, volatile roundtrip in 2025
Despite significant volatility this year, markets have yet to price in any meaningful economic slowdown, posing potential risks and opportunities.

Mid-market PE managers less impacted by slowing IPOs
Private equity sponsor-to-sponsor exits have seen notable growth over the past five years, creating a ripe environment for middle market PE managers.

Domestic resilience in vogue amid selloff
S&P firms with a global focus have been at the heart of this year’s selloff. U.S.-oriented firms have skirted trade tensions and fared better.

Market Madness 2025
In celebration of college basketball’s craziest month, the Investment Research team debates their Sweet 16 of the most compelling investment opportunities today.

Small cap stocks confront growing quality issues
70% of Russell 2000 companies that have IPO’d since 2020 have negative earnings, highlighting the challenges facing public small cap markets.

U.S. exceptionalism: At a crossroads
Can U.S. economic exceptionalism survive the transformations of our time? We offer analysis and a playbook for investing in a new era.
