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Election anxiety comes into focus for markets

This week’s chart highlights perceived market drivers over the next 30 days. Notably, the downside drivers outweigh the upside.

A challenged 60/40 highlights the need for alts

The 60/40 may have thrived in the past, but today, alternative investments appear better-positioned across these four key metrics.

Cash left behind amid rapid market rotation?

Money market fund AUM is rising, even as yields decline, setting up an environment where investors could be subject to significant opportunity cost.

U.S. middle market optimism outshines the world

This week’s chart examines the case for U.S. middle market firms, which expect a notably brighter future than their international peers.

Diversification is key as the Mag 7 overshadows market

The Magnificent 7 tech stocks increasingly dictate the risk and return profile of the S&P 500, emphasizing the importance of diversification.

As CRE supply pressures ease, is optimism ahead?

New commercial real estate deliveries are set to plunge in 2025 and beyond, setting the stage for a improved sentiment in the near term.

Many advisors turn to alts to differentiate themselves

Allocating to alternative investments may help advisors set themselves apart and win new clients, according to an advisor survey.

Private equity has historically outperformed public markets

The Magnificent 7 makes all the headlines, but private equity has quietly outperformed the S&P 500 over the past 5-, 10-, 15- and 20-year periods.

Negative equity risk premium highlights investor complacency

The current negative equity risk premium suggests markets may not be sufficiently compensating investors for today’s market and economic risks.

As advisors redeploy cash, alternatives are in focus

Advisors expect to reduce their clients’ cash allocations this year. Alternatives, multi-asset and real asset investments are among the major beneficiaries.
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