Showing 1–5 insights out of 5 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
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: 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.
Strategy note
Going for growth: Middle market private equity secondaries
If you are going for growth, what has a better risk/reward profile than middle market private equity secondaries?
Showing 1–5 insights out of 5 results