Private markets outlook: Refilling the glass
More of our insights
The Galactic Mean Reversion Part II: Trade wars are not good for S&P 500 profit margins
Our Chief Market Strategist looks at what trade policy may mean for public equities and how investors can respond.
Market Madness 2025
In celebration of college basketball’s craziest month, the Investment Research team debates their Sweet 16 of the most compelling investment opportunities today.
Small cap stocks confront growing quality issues
70% of Russell 2000 companies that have IPO’d since 2020 have negative earnings, highlighting the challenges facing public small cap markets.
U.S. exceptionalism: At a crossroads
Can U.S. economic exceptionalism survive the transformations of our time? We offer analysis and a playbook for investing in a new era.
U.S. exceptionalism: At a crossroads
Will U.S. economic exceptionalism survive the transformations of our time? We analyze its underpinnings, weigh its resilience and provide a playbook for investing in a new era.
Tariffs: Four essential investor questions answered
In this research note, we address four essential questions on tariffs for investors, representing our latest insights into the situation. We run through the stated goals of tariff policy, possible economic effects and the investment impact for various asset classes.