Private equity fundraising has far outpaced transaction volume among large-cap sponsors, while the middle market has been more closely aligned to the opportunity set, leading to more attractive valuations.

Major stock indexes hang near their all-time highs, while the number of public U.S. companies has plunged since the mid-1990s. What do these diverging trends mean for investors’ portfolios?

This week’s chart looks at why rising global economic policy uncertainty could signal higher U.S. stock market volatility ahead.

Spread between 10-year and 2-year Treasury notes

Ginevra Czech and Jeremi Karnell, SVP Head of Product for the Wealth Channel at Envestnet Data & Analytics discuss the impact of technology in financial services.

This week’s chart looks at daily yield changes on 2-year and 10-year Treasury yields as rate volatility in 2022 has dwarfed that of last year.

A new strategy note from Chief Market Strategist Troy Gayeski

Stock valuations and investor expectations have risen together over the past decade. Our chart looks at why this pattern is unlikely to continue.

Get insight into an extended performance anomaly – value stocks underperforming growth stocks – and how long-term investors may take advantage of it.

See how the recent, rapid sell-off in stock and bond markets has impacted fixed income assets.