The economic outlook is highly uncertain. Our quantitative team analyzes what markets are signaling about a possible recession, and what false signals may need to be actively managed.

Stocks have seen strong year-to-date (YTD) returns, but high valuations portend challenges ahead as this week’s chart shows.

Credit markets saw another month of positive returns in August as high yield bonds returned 0.29% while senior secured loans returned 1.17%.

In a new episode of FireSide, Robert Hoffman and Andrew Korz take a deep dive into their outlook for the rental market.

High yield bonds and senior secured loans may offer attractive yields and an appealing entry point compared to stocks.

How 27 leading firms are educating, empowering and developing the next generation of financial services professionals.

Despite expectations for a Fed pause, this week’s chart looks at other financial conditions, which have tightened significantly in recent months.

Taylor Swift and the era for alts. What the pop phenomenon tells us about asset allocation, private equity and alternative investments.

The arc of this business cycle remains highly uncertain. We dig into this unique economy and the market forces that will need to be managed into 2024 and beyond.