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Mapping the markets: Q3 2024

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

What’s next for banks?

We dive into our recent research exploring the shifting role of banks amid the growth of private lending.

Alternative lenders fill a growing CRE lending void

As CRE deal volume shows signs of thawing, alternative lenders sit in an excellent position to capture attractive income opportunities.

Head to Head x Ken Crowley: Chasing waves

What surfing taught this leading financial advisor about the importance of preparation.

FS Thrive x Stefan Underwood: Be a trickle of water  

How can you achieve sustainable high performance? We talk to the Senior Vice President of Methodology at Exos to unlock flow state, recovery and more.

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.

Asymmetric returns: Managing downside for greater upside

With cash yielding 5%, the allure of asymmetric returns has become even more compelling. We explain why, in today’s high-risk-free-rate environment, the value proposition of alternative investments is stronger than ever.

Is private credit a bubble?

The extraordinary growth in private credit markets has led some investors to question its risks. Our experts dive into their recent report to offer answers.

Recent market volatility just the beginning?

Volatility spiked this week as macro questions came to the fore. If history is any guide, volatility could remain elevated as the election heats up.

The Takeaway with Troy Gayeski: Become the bank

Our Chief Market Strategist shares the key takeaways from his latest strategy note on why current conditions favor mortgage REITs and how to pick one.
Showing 41–50 out of 1074 results

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