Insights

Macro

3D Report: Q4 2023 Recap—The economy has to normalize

Ryan Caldwell and Lara Rhame review the 3D Report for Q4 2023.
Showing 1–6 insights out of 101 results
Podcast

FireSide: Market Madness 2024

In celebration of March Madness, the Investment Research team goes head-to-head discussing leading topics set to influence markets this year.

Zoomed in shot of a basketball net
Chart of the week

With investor sentiment stretched, time to diversify?

This week’s chart looks at the spread between bullish and bearish investors, which has widened significantly in the past several months.

Line chart showing the spread between bullish and bearish investors is stretched near its high of the past five years.
Chart of the week

A compelling growth opportunity in private equity secondaries?

This week’s chart looks at private equity secondaries’ outperformance versus the broader PE market, focusing on what’s driven the outperformance.

Line chart showing private equity secondaries outperforming other forms of private equity for the vintage years from 2000-2020.
Chart of the week

Private and public company earnings taking divergent paths

This week’s chart looks at a shifting opportunity set as the private middle market shines while small cap company earnings remain challenged.

Line chart documenting shift from 2012 to 2024, highlighting the recent strong private middle market revenue growth trajectory with increasingly negative small cap earnings.
Research report

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.

Chart of the week

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.

Showing 1–6 insights out of 101 results

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