Strategy note

Showing 1–6 insights out of 44 results
Strategy note

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.

Strategy note

What should investors do next? Examine contributing parts of GDP

Our Chief Market Strategist examines U.S. gross domestic product to see what’s next for the economy.

Strategy note

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.

Strategy note

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.

Strategy note

Post-election strategy note—part II: Encore, laissez les bon temps rouler

Let the good times roll for private credit, senior commercial real estate lending and liquid multi-strategy funds.

Strategy note

Post-election strategy note: Laissez les bon temps rouler

We believe the post-election environment is conducive for corporate deal activity, private credit and the epitome of GARP: Middle market private equity.

Showing 1–6 insights out of 44 results

Search our site