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The implications of a rising default rate

Many cite the coming wave of defaults as cause for concern, but history tells us otherwise

The inflation debate grows murkier still

Treasury rates are increasingly divorced from inflation expectations. Our chart looks at the divide and what it means for fixed income investors.

The keys to the housing market

The research team tackles the hot topic of the housing market, the impacts of rising rates + where it could go from here.

The liquidity paradox

While investors tend to gravitate toward more-liquid investments, a portfolio of all-liquid investments may not help them navigate uncertain markets to reach their long-term goals. Understanding what liquidity is and how it can impact portfolio returns may help investors make more-informed decisions.  Watch the Liquidity Paradox video for answers to some key questions on this...

The middle ground: Balancing fear, greed and returns with middle market private equity

Why the U.S. middle market continues to offer private equity investors a more attractive opportunity set versus the large and mega cap market

The missing piece: SOFR’s place in the post-LIBOR puzzle

Read about key differences between SOFR and LIBOR, and upcoming milestones for SOFR's incorporation into markets.
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