More of our insights
International equities reassert themselves
The current rally looks very different from the last one. This week’s chart looks at the composition of returns in 2023 vs. 2021.
The 3D Report: Q4 2022 recap—We won’t get fooled again
Ryan Caldwell and Lara Rhame reflect on the events of 2022, and how they’ll continue to impact the financial markets in the new year.
Q4 2022 3D Report: We won’t get fooled again
Periods of mean reversion have always been a positive for the Global Allocation space. Read more about why we believe one such period is arriving and the opportunities we see in the global financial markets.
A slog ahead? Leading indicators point to a downturn
Data points toward a potential slog as leading economic indicators weaken. This week’s chart looks at why markets could remain choppy.
Competing data confound markets again
Retail sales data and sentiment moved in opposite directions. This week’s chart looks at the divide, why the competing data could drive volatility.
Regime shift in equity markets?
After a down decade, international stocks are showing signs of life again. This week’s chart looks at international stocks’ recent outperformance.
