Q3 2024 Economic outlook: The summer before the election
More of our insights
Macro matters: The stock market is not the economy
Publicly traded markets have drifted far from the underlying dynamics of the economy, and investors may need to look outside the S&P 500 for more direct exposure to U.S. economic strength.
Mapping the markets: Q3 2024
We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.
What’s next for banks?
We dive into our recent research exploring the shifting role of banks amid the growth of private lending.
Recent market volatility just the beginning?
Volatility spiked this week as macro questions came to the fore. If history is any guide, volatility could remain elevated as the election heats up.
Are private credit markets too good to be true—Or just factually true?
A new strategy note from Chief Market Strategist Troy Gayeski
Playbook for the great lending evolution
Cyclical and secular forces are challenging the traditional banking sector. We explore the changing lending landscape and its implications for markets and investors as private alternatives fill the void as banks retreat.
