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.
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.
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.
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.
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.
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.