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

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.

Rising free cash flow margins have been the principal driver of stellar equity returns. In this report, we apply a quantitative lens to margin expansion and examine the ramifications of a trend reversal for markets.

The Investment Research team leaves it all on the court as they share their top picks for the most impactful market event of Q2.

Sit courtside as the Investment Research team evaluates their top picks for the most impactful market event of Q2

Stock and bond returns in 2017 and 2018

A new strategy note from Chief Market Strategist Troy Gayeski