More of our insights
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.
Tariffs and the incredible (and little-known) tax benefits of RICs
Our Chief Market Strategist dives into the impact of tariffs and why investors are paying attention to RICs.
The exit advantage of middle market private equity
While higher interest rates have challenged the private equity exit environment, middle market investors have experienced much less disruption.
Middle market private equity: Growth at a reasonable price
Private middle market companies offer attractive growth at cheaper valuations than either large/mega-cap private firms or public equities.
Strive in ’25: Market/Asset allocation outlook
What are the key opportunities in 2025? Our Chief Market Strategist discusses complementing public equity exposure, replacing/complementing fixed income and putting cash to work.
