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FireSide: Economy, markets and Taylor Swift

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

FireSide: Concentration issues—Focusing on the top-heavy U.S. equity market

The Investment Research team unpacks the risks of elevated concentration in U.S. equity markets

FireSide: Answering the burning questions around private debt—Part 2

We’re back in the studio with Head of Private Credit Brian Gerson for more cool answers to your burning questions on this key asset class.

FireSide: Answering the burning questions around private debt – Part 1

Private debt is a rapidly expanding market that has become critical for the U.S. economy and an opportunity for investors. In Part 1, we discuss the fundamentals of the market and trends driving its growth.

FireSide: Anatomy of a CRE correction

Andrew Korz and Lara Rhame discuss the commercial real estate market, troubling headlines around the office sector in the financial news, and what lies ahead for the CRE market.

FireSide: Anatomy of a CRE correction—2024 Update  

CRE expert Andrew Korz joins Chief U.S. Economist Lara Rhame to update their outlook for the correction and discuss potential opportunities.

FireSide: 5 challenges and 5 opportunities

We identify the five key challenges facing investors in 2024 and the five opportunities that may provide income, growth and diversification.

FireSide: 10 for ’24—Ten big ideas for 2024

Chief U.S. Economist Lara Rhame joins Andrew Korz to forecast the key macro and market trends for investors in 2024 and review last year’s predictions.

Finding opportunity in today’s volatility

A new strategy note from Chief Market Strategist Troy Gayeski

“Mulligan!”

Why investors should take advantage of the second chance to protect their portfolios from volatility
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