3D Report: Q4 2023 Recap—The economy has to normalize
More of our insights
FireSide: Q2 2024 Research roundup—Adjusting to the old normal
Our experts dive into their outlooks for macro and markets in the second quarter.
Charted territory: Mixed market signals
The economic outlook is highly uncertain. Our quantitative team analyzes what markets are signaling about a possible recession, and what false signals may need to be actively managed.
FireSide: Concentration issues—Focusing on the top-heavy U.S. equity market
The Investment Research team unpacks the risks of elevated concentration in U.S. equity markets
Thrift is a gift: Capitalizing on the capex reversal
After a brief boom, business investment is set to slow down this year. The reversal could provide opportunities in an equity market that is lacking them.
Q1 earnings: Back to the future
The first earnings season in the age of COVID-19 is wrapping up, and company reports gave a glimpse into how the pandemic is impacting corporate America.
Earnings power: Equities face a challenged profit landscape
Corporate earnings have hit a snag and could inject volatility into markets going into 2020.
