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Mapping the markets: Q4 2024

Our Investment Research team compiled their best charts and latest market analysis across macroeconomics, public markets and private market strategies to help our clients map today’s markets.

Mapping the markets: Q3 2024

We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.

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.

Macro matters: The stock market is not the economy

Publicly traded markets have drifted far from the underlying dynamics of the economy, and investors may need to look outside the S&P 500 for more direct exposure to U.S. economic strength.

Macro matters: The other big game

Super Bowl Sunday has arrived, but another matchup is playing out every day in financial markets: The battle between Team Soft Landing and Team Hard Landing. We look at how to navigate the coming year as these two teams battle for the economic cycle.

Macro matters: The great global policy divergence

Stay up to date on the latest moves from major central banks across the world.

Macro matters: The Fed is from Mars, markets are from Venus

This isn’t a note about gender. It is a discussion of why the Fed and markets—two entities definitely in a relationship—aren’t really hearing each other.

Macro matters: Rethinking the interest rate outlook

Interest rates are renormalizing at a higher level. Investors often interpret that as a challenge—but could it be reframed as a positive?
Showing 481–490 out of 1074 results

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