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.
Macro matters: The other big game
Super Bowl Sunday has arrived, but another matchup is playing out every day in financial markets: The battle between Team Soft Landing and Team Hard Landing. We look at how to navigate the coming year as these two teams battle for the economic cycle.
Global central bank guide: February 2023
Stay up to date on the latest moves from major central banks across the world.
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.
Don’t get carried away with the hype: Galactic Mean Reversions don’t end overnight!
A new strategy note from Chief Market Strategist Troy Gayeski
