3D Report: Q4 2023 Recap—The economy has to normalize
More of our insights
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.
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.
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.
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.
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.
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.